Plan Sponsor signed McKenna Labs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McKenna Labs, Inc.'s EIN is 33-0827166.
Download the official 2024 Form 5500 (PDF) for McKenna Labs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McKenna Labs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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 ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.2M | 18.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $858K | 13.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $569K | 8.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $531K | 8.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $493K | 7.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $484K | 7.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $452K | 6.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $424K | 6.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $295K | 4.5% | |
| Participant Loans At the rate of 4.50 - 9.50%, maturing up to 5 years | Bonds / Notes | — | — | $256K | 3.9% | |
| FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $251K | 3.8% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R6 Mutual Funds | Mutual Funds | — | — | $101K | 1.5% | |
| FIDELITY GLOBAL EX US INDEX Mutual Funds | Mutual Funds | — | — | $94K | 1.4% | |
| FIDELITY MID CAP INDEX Mutual Funds | Mutual Funds | — | — | $88K | 1.3% | |
| FRANKLIN SMALL CAP GROWTH R6 Mutual Funds | Mutual Funds | — | — | $77K | 1.2% | |
| FIDELITY US BOND INDEX Mutual Funds | Mutual Funds | — | — | $77K | 1.2% | |
| PUTNAM LARGE CAP VALUE R6 Mutual Funds | Mutual Funds | — | — | $58K | 0.9% | |
| PIMCO INCOME INSTL Mutual Funds | Mutual Funds | — | — | $55K | 0.8% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST Mutual Funds | Other securities | — | — | $40K | 0.6% | |
| FIDELITY REAL ESTATE INDEX Mutual Funds | Mutual Funds | — | — | $34K | 0.5% | |
| EMPOWER INTERNATIONAL VALUE INSTL Mutual Funds | Other securities | — | — | $32K | 0.5% | |
| FIDELITY SMALL CAP INDEX Mutual Funds | Mutual Funds | — | — | $30K | 0.5% | |
| EI FIXED ACCOUNT - SERIES CLASS I Fixed Annuities | Other securities | — | — | $23K | 0.4% | |
| AMERICAN CENTURY MID CAP VALUE R6 Mutual Funds | Other securities | — | — | $22K | 0.3% | |
| FRANKLIN SMALL CAP VALUE R6 Mutual Funds | Mutual Funds | — | — | $6K | <0.1% | |
| PUTNAM DYNAMIC ASSET ALLOC GROWTH R6 Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND Z Mutual Funds | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY INSURANCE SERVICES I | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
