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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $722 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America Vanguard Equity-Income Adm 25,198.8251 units | Mutual Funds | — | $25K | $2.2M | 19.4% | |
| Empower Annuity Insurance Company of America American Funds New Perspective R6 22,787.5314 units | Mutual Funds | — | $23K | $1.4M | 12.4% | |
| Empower Annuity Insurance Company of America JPMorgan Large-Cap Growth R6 16,874.0992 units | Common Stocks | — | $17K | $1.4M | 12.3% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $1.4M | 11.9% | |
| Empower Annuity Insurance Company of America Allspring Core Bond R6 114,259.2100 units | Common Stocks | — | $114K | $1.2M | 10.9% | |
| Empower Annuity Insurance Company of America American Funds US Government Sec R6 62,580.6226 units | Mutual Funds | — | $63K | $735K | 6.4% | |
| Empower Annuity Insurance Company of America Vanguard Explorer Adm 5,223.4514 units | Mutual Funds | — | $5K | $558K | 4.9% | |
| Empower Annuity Insurance Company of America American Funds 2050 Target Date Retire R6 16,031.4912 units | Mutual Funds | — | $16K | $335K | 2.9% | |
| Empower Annuity Insurance Company of America American Funds 2040 Target Date Retire R6 13,437.2888 units | Mutual Funds | — | $13K | $276K | 2.4% | |
| Empower Annuity Insurance Company of America Vanguard Information Technology Index Adm 828.7745 units | Mutual Funds | — | — | $264K | 2.3% | |
| Empower Annuity Insurance Company of America Fidelity 500 Index 1,106.1913 units | Common Collective Trusts | — | $1K | $226K | 2.0% | |
| Empower Annuity Insurance Company of America T. Rowe Price U.S. Equity Research I 3,830.9339 units | Common Stocks | — | $4K | $224K | 2.0% | |
| Participant Loans Interest Rates Between 4.25% and 9.50%, with Maturity | Bonds / Notes | — | — | $210K | 1.8% | |
| Empower Annuity Insurance Company of America Vanguard Real Estate Index Admiral 1,601.5309 units | Mutual Funds | — | $2K | $202K | 1.8% | |
| Empower Annuity Insurance Company of America Vanguard Emerging Markets Stock IDX Adm 4,386.0099 units | Common Collective Trusts | — | $4K | $161K | 1.4% | |
| Empower Annuity Insurance Company of America Fidelity Mid-Cap Index 3,460.7211 units | Mutual Funds | — | $3K | $117K | 1.0% | |
| Empower Annuity Insurance Company of America American Funds 2030 Target Date Retire R6 6,295.4174 units | Mutual Funds | — | $6K | $109K | 0.9% | |
| Empower Annuity Insurance Company of America Fidelity Small-Cap Index 2,989.2584 units | Mutual Funds | — | $3K | $83K | 0.7% | |
| Empower Annuity Insurance Company of America JPMorgan Mid-Cap Growth R6 1,532.1839 units | Common Stocks | — | $2K | $79K | 0.7% | |
| Empower Annuity Insurance Company of America Nuveen Quant Small-Cap Equity Instl 3,970.2149 units | Mutual Funds | — | $4K | $73K | 0.6% | |
| Empower Annuity Insurance Company of America American Funds 2020 Target Date Retire R6 4,101.7156 units | Mutual Funds | — | $4K | $55K | 0.5% | |
| Empower Annuity Insurance Company of America MFS International Growth R6 1,044.6618 units | Mutual Funds | — | $1K | $43K | 0.4% | |
| Empower Annuity Insurance Company of America Blackrock Health Sciences Opps K 528.9528 units | Common Stocks | — | — | $36K | 0.3% | |
| Empower Annuity Insurance Company of America Franklin Small-Cap Value R6 222.1013 units | Mutual Funds | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| USI ADVISORS | — | GLASTONBURY, CT | BROKER/ADVISOR | $6K | — |
| 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 ADMIN | $21K | — |
