Charles Maffey signed McChrystal Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McChrystal Group LLC's EIN is 27-3760619.
Download the official 2024 Form 5500 (PDF) for McChrystal Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McChrystal Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISORY | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaratneed Option | Other securities | — | — | $2.0M | 15.2% | |
| Fidleity US Bond Index Fund | Common Collective Trusts | — | — | $1.9M | 14.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 11.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.3M | 9.6% | |
| AB Large Cap Growth Z Fund | Other securities | — | — | $1.2M | 8.9% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $1.0M | 7.8% | |
| American Funds Target Date Retirement 2045 R6 Fund | Mutual Funds | — | — | $705K | 5.4% | |
| American Funds Target Date Retirement 2030 R6 Fund | Mutual Funds | — | — | $543K | 4.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $516K | 3.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $440K | 3.3% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $397K | 3.0% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $260K | 2.0% | |
| Victory Integrity Mid Cap Value R6 | Other securities | — | — | $256K | 1.9% | |
| Ameican Funds Target Date Retirement 2050 R6 Fund | Other securities | — | — | $250K | 1.9% | |
| Invesco Discovery Mid Cap Growth Fund R6 | Mutual Funds | — | — | $241K | 1.8% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $192K | 1.5% | |
| Ameican Funds Target Date Retirement 2060 R6 Fund | Other securities | — | — | $119K | 0.9% | |
| Notes receivable from participants | Other securities | — | $0 | $67K | 0.5% | |
| T. Rowe Price Diversified Growth I Fund | Other securities | — | — | $59K | 0.4% | |
| Allspring Core Plus Bond R6 | Other securities | — | — | $56K | 0.4% | |
| Ameican Funds Target Date Retirement 2035 R6 Fund | Other securities | — | — | $41K | 0.3% | |
| PGIM Jennison International Opp R6 Fund | Other securities | — | — | $35K | 0.3% | |
| DFA International Value I Fund | Mutual Funds | — | — | $21K | 0.2% | |
| Ameican Funds Target Date Retirement 2010 R6 Fund | Other securities | — | — | $12K | <0.1% | |
| Ameican Funds Target Date Retirement 2040 R6 Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
