KIM McKee signed MSC Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MSC Services, LLC's EIN is 32-0511467.
Download the official 2024 Form 5500 (PDF) for MSC Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MSC Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | 52-2114207 | — | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Capital Income Builder R4 | Mutual Funds | — | — | $2.5M | 11.2% | |
| American Funds American Funds Trgt Date Ret 2040 R6 | Mutual Funds | — | — | $2.3M | 10.3% | |
| American Funds American Funds Trgt Date Ret 2030 R6 | Mutual Funds | — | — | $2.2M | 9.6% | |
| American Funds American Funds Trgt Date Ret 2050 R6 | Mutual Funds | — | — | $1.5M | 6.6% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $1.3M | 5.8% | |
| Fixed Annuity Transamerica Life Insurance Company Transamerica Stable Value Core Option | Stable Value | — | — | $1.3M | 5.8% | |
| American Funds American Funds Trgt Date Ret 2045 R6 | Mutual Funds | — | — | $1.0M | 4.6% | |
| American Funds American Funds Trgt Date Ret 2035 R6 | Mutual Funds | — | — | $998K | 4.4% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $812K | 3.6% | |
| American Funds American Funds Trgt Date Ret 2055 R6 | Mutual Funds | — | — | $727K | 3.2% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $592K | 2.6% | |
| maturing through March 2042 | Other securities | — | — | $584K | 2.6% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $580K | 2.6% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $547K | 2.4% | |
| MFS Massachusetts Investors Gr Stk | Mutual Funds | — | — | $516K | 2.3% | |
| TIAA TIAA-CREF International Equity Index | Common Collective Trusts | — | — | $478K | 2.1% | |
| Blackrock Advantage Small Cap Growth | Other securities | — | — | $467K | 2.1% | |
| American Funds American Funds Trgt Date Ret 2025 R6 | Mutual Funds | — | — | $459K | 2.0% | |
| Schwab Small Cap Index | Mutual Funds | — | — | $455K | 2.0% | |
| American Funds American Funds Trgt Date Ret 2060 R6 | Mutual Funds | — | — | $369K | 1.6% | |
| Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $335K | 1.5% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $314K | 1.4% | |
| American Funds American Funds Capital World G/I R6 | Mutual Funds | — | — | $306K | 1.4% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $297K | 1.3% | |
| DFA Investment Grade I | Mutual Funds | — | — | $287K | 1.3% | |
| Invesco Global R | Mutual Funds | — | — | $276K | 1.2% | |
| American Funds American Funds Bond Fund of America | Mutual Funds | — | — | $274K | 1.2% | |
| American Funds American Funds Trgt Date Ret 2020 R6 | Mutual Funds | — | — | $232K | 1.0% | |
| DFA US Large Company I | Mutual Funds | — | — | $194K | 0.9% | |
| Vanguard Intermediate-Term Bond Ind. | Mutual Funds | — | — | $139K | 0.6% | |
| Janus Henderson Mid Cap Value T | Mutual Funds | — | — | $123K | 0.5% | |
| American Funds American Funds Trgt Date Ret 2015 R6 | Mutual Funds | — | — | $96K | 0.4% | |
| American Funds American Funds Trgt Date Ret 2065 R6 | Mutual Funds | — | — | $91K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
