BETH Ferrin signed McGohan/Brabender Agency, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McGohan/Brabender Agency, Inc.'s EIN is 31-1191330.
Download the official 2024 Form 5500 (PDF) for McGohan/Brabender Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McGohan/Brabender Agency, Inc.'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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP | 31-1440043 | — | INVESTMENT ADVISORY |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Individual brokerage accounts at Principal Trust Company | Self-Directed Brokerage | — | — | $8.6M | 14.0% | |
| Dodge & Cox Income Fund Shares | Mutual Funds | — | — | $7.2M | 11.7% | |
| Fidelity International Index Fund Shares | Common Collective Trusts | — | — | $6.9M | 11.3% | |
| Vanguard Value Index Fund Shares | Common Collective Trusts | — | — | $6.2M | 10.0% | |
| Standard Stable Asset Fund Shares | Guaranteed Income / GIC | — | — | $6.2M | 10.0% | |
| Fidelity Large Cap Growth Index Fund Shares | Common Collective Trusts | — | — | $6.1M | 10.0% | |
| Vanguard Emerging Markets Stock Index Fund/United States Shares | Common Collective Trusts | — | — | $3.8M | 6.1% | |
| Fidelity 500 Index Fund Shares | Common Collective Trusts | — | — | $3.2M | 5.2% | |
| Vanguard Small-Cap Index Fund Shares | Common Collective Trusts | — | — | $1.8M | 3.0% | |
| Vanguard Mid-Cap Index Fund Shares | Common Collective Trusts | — | — | $1.8M | 2.9% | |
| Allspring Special Mid Cap Value Fund Shares | Other securities | — | — | $1.7M | 2.7% | |
| Vanguard Small-Cap Growth Index Fund Shares | Common Collective Trusts | — | — | $1.7M | 2.7% | |
| Fidelity Mid Cap Growth Index Fund Shares | Common Collective Trusts | — | — | $1.6M | 2.6% | |
| Vanguard Real Estate Index Fund Shares | Common Collective Trusts | — | — | $1.4M | 2.2% | |
| PGIM High Yield Fund Shares | Other securities | — | — | $1.3M | 2.1% | |
| maturing at various dates through * Participant Notes Receivable November 2029 | Other securities | — | — | $252K | 0.4% | |
| Vanguard Balanced Index Fund Shares | Common Collective Trusts | — | — | $198K | 0.3% | |
| American Century Small Cap Growth Fund Shares | Other securities | — | — | $74K | 0.1% | |
| (E) | Other securities | — | $74K | $35K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Shares | Common Collective Trusts | — | — | $35K | <0.1% | |
| MID CAP GROWTH FUND EE CLASS R WILMINGTON TRUST, N.A. · EIN 90-0337987 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EUBEL BRADY & SUTTMAN ASSET MA | 31-1386402 | — | NONE | $53K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $8K | — |
| FOSTER & MOTLEY | 31-1482336 | — | NONE | $4K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $103 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $5 | — |
