Michelle Kane signed Macedon Consulting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Macedon Consulting, Inc.'s EIN is 26-4820476.
Download the official 2024 Form 5500 (PDF) for Macedon Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Macedon Consulting, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX+ MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $5.6M | 46.0% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.8M | 14.7% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 235 | Common Collective Trust | — | — | $1.6M | 13.3% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $727K | 6.0% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $401K | 3.3% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $354K | 2.9% | |
| FLEXPATH INDEX+ MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $217K | 1.8% | |
| FLEXPATH IDX+ MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $209K | 1.7% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $184K | 1.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $157K | 1.3% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $149K | 1.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $148K | 1.2% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $141K | 1.2% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $132K | 1.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $65K | 0.5% | |
| FLEXPATH IDX+ AGG 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $57K | 0.5% | |
| BLACKROCK TOTAL RET BD CL 6 FD GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $39K | 0.3% | |
| Participant loans Interest rates from 5.25% to $ - | Bonds / Notes | — | — | $38K | 0.3% | |
| Principal Diversified Intl Separate Account Pooled Separate Account ** 599 * Principal Fixed Income Guaranteed Option Investment Contract | Pooled Separate Accounts | — | — | $26K | 0.2% | |
| DFA International Value I Fund Mutual Fund | Mutual Funds | — | — | $21K | 0.2% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $15K | 0.1% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $14K | 0.1% | |
| SMALL CAP VALUE III CL I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $13K | 0.1% | |
| MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $10K | <0.1% | |
| Fund flexPATH Index Moderate Retirement Fund Common Collective Trust | Common Collective Trusts | — | — | $6K | <0.1% | |
| FLEXPATH IDX+ MOD RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $6K | <0.1% | |
| JANUS HENDERSON DEV WLD BD III GREAT GRAY TRUST COMPANY · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $5K | <0.1% | |
| (E) | Other securities | — | — | $5K | <0.1% | |
| STABLE VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $599 | <0.1% | |
| FLEXPATH IDX+ AGG 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $0 | <0.1% |
