JOY Takanishi signed Macfarms, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Macfarms, LLC's EIN is 26-3007910.
Download the official 2023 Form 5500 (PDF) for Macfarms, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Macfarms, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $335 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.3M | 26.3% | |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.0M | 20.0% | |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $842K | 16.8% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $358K | 7.1% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $319K | 6.4% | |
| Fidelity Advisor Total Bond Fund Class Z 27,503.078436 units | Mutual Funds | — | — | $263K | 5.3% | |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-0208510 / PN 259 | Common Collective Trust | — | — | $233K | 4.6% | |
| Fidelity 500 Index Fund 720.302991 units | Common Collective Trusts | — | — | $119K | 2.4% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $118K | 2.4% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $101K | 2.0% | |
| Putnam Equity Income Fund Class R6 1,833.777511 units | Mutual Funds | — | — | $57K | 1.1% | |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $38K | 0.7% | |
| Participant loans 5.75% - 9.50% - | Bonds / Notes | — | — | $28K | 0.6% | |
| Goldman Sachs Intl EQ Insights R6 993.984073 units | Other securities | — | — | $14K | 0.3% | |
| Guaranteed interest accounts * Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $12K | 0.2% | |
| JP MORGAN SMALL CAP GROWTH R6 MUTUAL FUNDS 105 BLACKROCK MID-CAP GRW EQUITY K MUTUAL FUNDS 108 FIDELITY MID CAP INDEX MUTUAL FUNDS | Mutual Funds | — | — | $9K | 0.2% | |
| PUTNAM RETIRE ASSET ALLOC GROW MUTUAL FUNDS | Mutual Funds | — | — | $6K | 0.1% | |
| Putnam Dynamic Asset Allocation Bal R6 320.246480 units | Mutual Funds | — | — | $5K | <0.1% | |
| GOLDMAN SACHS SMALL CP VAL INS MUTUAL FUNDS 108 FIDELITY SMALL CAP INDEX MUTUAL FUNDS | Mutual Funds | — | — | $4K | <0.1% | |
| American Century Ultra R6 17.013053 units | Other securities | — | — | $1K | <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 |
|---|
| 3 38 INVESTMENT FIDUCIARIES INC | — | SIMI VALLEY, CA | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY INS SERVICES I | — | NEW YORK, NY | BROKER/ADVISO R | — | — |
| MORGAN STANLEY INSURANCE SVCS | — | NEW YORK, NY | BROKER/ADVISE R | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION GROUP | — | HONOLULU, HI | CONTRACT ADMIN | $3K | — |
