Zach Gray signed McCarl's LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McCarl's LLC's EIN is 25-0955049.
Download the official 2024 Form 5500 (PDF) for McCarl's LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McCarl's LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | — | NONE | $27K | — |
| NATIONWIDE | 31-1592130 | — | NONE | $3K | — |
| NATIONWIDE RETIREMENT PLANS | 31-1592130 | — | NONE | $495 | — |
| Name |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nw Inv Dest Mod Aggr R6 | Other securities | — | — | $1.5M | 12.1% | |
| Vngrd Bal Indx Adml | Other securities | — | — | $819K | 6.6% | |
| Fid 500 Indx | Mutual Funds | — | — | $707K | 5.7% | |
| Vngrd Trgt Rtrmt 2035 Inv | Other securities | — | — | $675K | 5.4% | |
| Amfds Gr Fd Am R6 | Other securities | — | — | $619K | 5.0% | |
| Nw Inv Dest Aggr R6 | Other securities | — | — | $615K | 4.9% | |
| Nw Inv Dest Mod R6 | Other securities | — | — | $573K | 4.6% | |
| Vngrd Trgt Rtrmt 2045 Inv | Other securities | — | — | $556K | 4.5% | |
| Jnshndrsn Frty T | Other securities | — | — | $504K | 4.0% | |
| Blkrk Glbl Alloc Inst | Other securities | — | — | $494K | 4.0% | |
| Best Of America Fixed | Other securities | — | — | $405K | 3.2% | |
| Vngrd Trgt Rtrmt 2050 Inv | Other securities | — | — | $380K | 3.0% | |
| Dfa Us Cor Eq I | Mutual Funds | — | — | $355K | 2.8% | |
| Vngrd Trgt Rtrmt 2040 Inv | Other securities | — | — | $353K | 2.8% | |
| Vngrd Trgt Rtrmt 2055 Inv | Other securities | — | — | $300K | 2.4% | |
| Nw Inv Dest Mod Cnsrv R6 | Other securities | — | — | $276K | 2.2% | |
| Invsco Glbl Y | Other securities | — | — | $270K | 2.2% | |
| Jpm Mdcap Val R6 | Other securities | — | — | $263K | 2.1% | |
| Dfa Us Trgt Val Inst | Mutual Funds | — | — | $232K | 1.9% | |
| Vngrd Intl Gr Adml | Other securities | — | — | $231K | 1.8% | |
| Vngrd Trgt Rtrmt 2065 Inv | Other securities | — | — | $226K | 1.8% | |
| Vngrd Trgt Rtrmt 2030 Inv | Other securities | — | — | $203K | 1.6% | |
| Dfa Us Smcap Inst | Mutual Funds | — | — | $185K | 1.5% | |
| Fed Hrms Gov Oblgtns Prmr | Other securities | — | — | $160K | 1.3% | |
| Vngrd Mdcap Gr Indx Adml | Other securities | — | — | $150K | 1.2% | |
| Vngrd Trgt Rtrmt 2025 Inv | Other securities | — | — | $149K | 1.2% | |
| Nw Geneva Smcapgr Inst Svc | Other securities | — | — | $145K | 1.2% | |
| Vngrd Ttl Intlstkindx Adml | Other securities | — | — | $142K | 1.1% | |
| Invsco Comstk R5 | Common Stocks | — | — | $133K | 1.1% | |
| Vngrd Trgt Rtrmt Inc | Common Stocks | — | — | $128K | 1.0% | |
| Nw Mdcap Mkt Indx R6 | Other securities | — | — | $116K | 0.9% | |
| Hartford Strat Inc R5 | Common Stocks | — | — | $101K | 0.8% | |
| Vngrd Trgt Rtrmt 2060 Inv | Other securities | — | — | $98K | 0.8% | |
| Pimco Ttl Rtn Inst | Mutual Funds | — | — | $82K | 0.7% | |
| Vngrd Trgt Rtrmt 2020 Inv | Other securities | — | — | $76K | 0.6% | |
| Vngrd Val Indx Adml | Other securities | — | — | $74K | 0.6% | |
| Notes receivable from participants | Other securities | — | — | $73K | 0.6% | |
| Nw Inv Dest Cnsrv R6 | Other securities | — | — | $38K | 0.3% | |
| Dfa Glbl Eq Inst | Mutual Funds | — | — | $16K | 0.1% | |
| Vngrd Intl Val Inv | Other securities | — | — | $14K | 0.1% | |
| Macquarie Small Cp Value Institutional | Other securities | — | — | $11K | <0.1% | |
| Janus Henderson Devl Wld Bd Fund Cl N | Mutual Funds | — | — | $10K | <0.1% | |
| Vngrd St Fed Adml | Other securities | — | — | $199 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| LPL FINANCIAL LLC | 95-2834236 | — | NONE | $0 | — |
| LPL FINANCIAL LLC | 95-2834236 | — | NONE | $0 | — |
