Marcal Manufacturing, LLC's EIN is 26-2230708.
Download the official 2024 Form 5500 (PDF) for Marcal Manufacturing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marcal Manufacturing, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $83K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America American Funds 2050 Target Date Retire R6 254,305.3407 units | Mutual Funds | — | $254K | $5.3M | 20.0% | |
| Empower Annuity Insurance Company of America American Funds 2040 Target Date Retire R6 108,813.9138 units | Mutual Funds | — | $109K | $2.2M | 8.4% | |
| Empower Annuity Insurance Company of America Fidelity 500 Index 10,768.1900 units | Common Collective Trusts | — | $11K | $2.2M | 8.3% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $2.0M | 7.6% | |
| Empower Annuity Insurance Company of America Allspring Core Bond R6 170,763.9712 units | Common Stocks | — | $171K | $1.9M | 7.0% | |
| Empower Annuity Insurance Company of America Vanguard Equity-Income Adm 17,768.9010 units | Mutual Funds | — | $18K | $1.6M | 5.9% | |
| Empower Annuity Insurance Company of America American Funds US Government Sec r6 128,866.9626 units | Mutual Funds | — | $129K | $1.5M | 5.7% | |
| Empower Annuity Insurance Company of America American Funds New Perspective R6 24,041.0869 units | Mutual Funds | — | $24K | $1.5M | 5.6% | |
| Empower Annuity Insurance Company of America JPMorgan Large-Cap Growth R6 17,071.1091 units | Common Stocks | — | $17K | $1.4M | 5.4% | |
| Empower Annuity Insurance Company of America American Funds 2030 Target Date Retire R6 64,563.5166 units | Mutual Funds | — | $65K | $1.1M | 4.2% | |
| Empower Annuity Insurance Company of America Fidelity Mid-Cap Index 23,227.9007 units | Mutual Funds | — | $23K | $784K | 2.9% | |
| Empower Annuity Insurance Company of America MFS International Growth R6 16,337.6765 units | Mutual Funds | — | $16K | $676K | 2.5% | |
| Empower Annuity Insurance Company of America Fidelity Small-Cap Index 17,770.8637 units | Mutual Funds | — | $18K | $492K | 1.8% | |
| Empower Annuity Insurance Company of America Vanguard Information Technology Index Adm 1,534.8469 units | Mutual Funds | — | $2K | $488K | 1.8% | |
| Empower Annuity Insurance Company of America Vanguard Emerging Markets Stock Index Adm 13,163.6149 units | Mutual Funds | — | $13K | $484K | 1.8% | |
| Participant Loans Interest Rates Between 4.25% and 9.50%, with Maturity | Bonds / Notes | — | — | $480K | 1.8% | |
| Empower Annuity Insurance Company of America T. Rowe Price U.S. Equity Research I 6,892.0065 units | Common Stocks | — | $7K | $404K | 1.5% | |
| Empower Annuity Insurance Company of America Vanguard Explorer Adm 3,744.2480 units | Mutual Funds | — | $4K | $400K | 1.5% | |
| Empower Annuity Insurance Company of America Vanguard Real Estate Index Admiral 2,649.9313 units | Mutual Funds | — | $3K | $335K | 1.3% | |
| Empower Annuity Insurance Company of America Vanguard Lifestrategy Moderate Growth 6,335.4282 units | Mutual Funds | — | $6K | $198K | 0.7% | |
| Empower Annuity Insurance Company of America MFS Mid-Cap Value R6 5,687.2013 units | Mutual Funds | — | $6K | $181K | 0.7% | |
| Empower Annuity Insurance Company of America Nuveen Quant Small-Cap Equity Instl 8,736.9454 units | Mutual Funds | — | $9K | $160K | 0.6% | |
| Empower Annuity Insurance Company of America JPMorgan Mid-Cap Growth R6 3,013.3629 units | Common Stocks | — | $3K | $156K | 0.6% | |
| Empower Annuity Insurance Company of America Blackrock Health Sciences Opps K 1,951.7944 units | Common Stocks | — | $2K | $131K | 0.5% | |
| Empower Annuity Insurance Company of America American Funds 2020 Target Date Retire R6 9,753.2800 units | Mutual Funds | — | $10K | $131K | 0.5% | |
| Empower Annuity Insurance Company of America Vanguard Lifestrategy Growth Inv 2,956.5185 units | Mutual Funds | — | $3K | $131K | 0.5% | |
| Empower Annuity Insurance Company of America Vanguard Lifestrategy Income Inv 3,793.6885 units | Mutual Funds | — | $4K | $57K | 0.2% | |
| Empower Annuity Insurance Company of America American Funds 2010 Target Date Retire R6 4,474.8283 units | Mutual Funds | — | $4K | $52K | 0.2% | |
| Empower Annuity Insurance Company of America Franklin Small-Cap Value R6 832.0844 units | Mutual Funds | — | — | $50K | 0.2% | |
| Empower Annuity Insurance Company of America Vanguard Lifestrategy Cnsrv Growth Inv 917.5852 units | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | BROKER/ADVISOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OAKWOOD CAPITAL SECURITIES, INC. | — | MINNEAPOLIS, MN | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUOG-RYDING COMPANY, INC. | — | WESTLAKE VILLAGE, CA | CONTRACT ADMINISTRATOR | $109K | — |
