Nicole Castafero signed Macelree Harvey, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Macelree Harvey, Ltd.'s EIN is 23-2170546.
Download the official 2024 Form 5500 (PDF) for Macelree Harvey, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Macelree Harvey, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $70K | — |
| BELFINT, LYONS & SHUMAN, P.A | 51-0232399 | — | NONE | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| " Total Stock Market Index - | Common Collective Trusts | — | — | $4.3M | 17.4% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 23-2712853 / PN 001 | Common Collective Trust | — | — | $2.6M | 10.4% | |
| JP Morgan Large-Cap Growth - | Other securities | — | — | $1.8M | 7.4% | |
| " 500 Index - | Common Collective Trusts | — | — | $1.7M | 6.8% | |
| Blackrock Equity Dividend - | Other securities | — | — | $1.6M | 6.3% | |
| " Mid-Cap Index - | Other securities | — | — | $1.2M | 5.0% | |
| " Total International Stock Index - | Other securities | — | — | $1.1M | 4.6% | |
| " Target Retirement 2035 - | Other securities | — | — | $1.1M | 4.3% | |
| Baron Asset - | Other securities | — | — | $844K | 3.4% | |
| " Target Retirement 2045 - | Other securities | — | — | $716K | 2.9% | |
| " Target Retirement 2025 - | Other securities | — | — | $689K | 2.8% | |
| " Target Retirement 2040 - | Other securities | — | — | $681K | 2.7% | |
| " Small-Cap Index - | Other securities | — | — | $656K | 2.6% | |
| " Target Retirement 2030 - | Other securities | — | — | $639K | 2.6% | |
| American Funds New World R6 - | Mutual Funds | — | — | $621K | 2.5% | |
| " Target Retirement Income - | Other securities | — | — | $570K | 2.3% | |
| MFS Research International R3 - | Mutual Funds | — | — | $568K | 2.3% | |
| " Target Retirement 2050 - | Other securities | — | — | $518K | 2.1% | |
| " Target Retirement 2055 - | Other securities | — | — | $411K | 1.7% | |
| Harbor Small-Cap Value - | Other securities | — | — | $274K | 1.1% | |
| " Total Bond Market Index - | Other securities | — | — | $258K | 1.0% | |
| " Short-Term Bond Index - | Other securities | — | — | $252K | 1.0% | |
| T Rowe Price Mid-Cap Value - | Mutual Funds | — | — | $238K | 1.0% | |
| PGIM Total Return Bond - | Other securities | — | — | $211K | 0.8% | |
| Vanguard Growth Index - | Mutual Funds | — | — | $196K | 0.8% | |
| " Target Retirement 2020 - | Other securities | — | — | $188K | 0.8% | |
| " Target Retirement 2060 - | Other securities | — | — | $80K | 0.3% | |
| MSIF International Opportunity - | Other securities | — | — | $80K | 0.3% | |
| " REIT Index - | Common Stocks | — | — | $80K | 0.3% | |
| PIMCO International Bond - | Mutual Funds | — | — | $74K | 0.3% | |
| Goldman Sachs Financial Square Treasury - | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
