MCCI, LLC's EIN is 33-1069550.
Download the official 2024 Form 5500 (PDF) for MCCI, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MCCI, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | 31-1360674 | — | NONE | $10K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| VG Target Retirement 2035 37,257.429 Shares | Other securities | — | — | $893K | 12.6% | |
| VG Growth Index Fund 3,866.613 Shares | Common Collective Trusts | — | — | $817K | 11.5% | |
| VG Windsor II Admiral Shares 5,426.968 Shares | Other securities | — | — | $426K | 6.0% | |
| VG Target Retirement 2040 9,806.082 Shares | Other securities | — | — | $424K | 6.0% | |
| VG Total Bond Mkt Index Adm 43,062.158 Shares | Other securities | — | — | $408K | 5.7% | |
| VG Developed Markets Index 25,798.940 Shares | Other securities | — | — | $396K | 5.6% | |
| MFS Midcap Growth CL R6 12,407.814 Shares | Mutual Funds | — | — | $390K | 5.5% | |
| VG Mid-Cap Value Index Admiral 4,245.022 Shares | Other securities | — | — | $356K | 5.0% | |
| PIMCO GNMA and Govt Securities 34,863.173 Shares | Agency / Mortgage-Backed | — | — | $320K | 4.5% | |
| VG 500 Index F 581.107 Shares | Common Collective Trusts | — | — | $315K | 4.4% | |
| VG Target Retirement 2050 6,190.009 Shares | Other securities | — | — | $309K | 4.3% | |
| Conestoga Small Cap 3,749.788 Shares | Other securities | — | — | $298K | 4.2% | |
| MetLife GAC Series 2053 CL 1,466.600 Shares | Other securities | — | — | $296K | 4.2% | |
| RELIANCE STABLE VALUE SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $296K | 4.2% | |
| American Funds New World R5 3,518.388 Shares | Mutual Funds | — | — | $272K | 3.8% | |
| VG Target Retirement 2055 4,847.446 Shares | Other securities | — | — | $270K | 3.8% | |
| VG Small Cap Value Index Admiral 2,472.478 Shares | Other securities | — | — | $211K | 3.0% | |
| VG Target Retirement 2045 5,964.322 Shares | Other securities | — | — | $177K | 2.5% | |
| VG Target Retirement 2030 4,611.203 Shares | Other securities | — | — | $175K | 2.5% | |
| VG Target Retirement 2060 2,688.118 Shares | Other securities | — | — | $138K | 1.9% | |
| VG Target Retirement 2025 3,404.384 Shares | Other securities | — | — | $64K | 0.9% | |
| VG Target Retirement 2020 1,889.218 Shares | Other securities | — | — | $50K | 0.7% | |
| PGIM Total Return 3,853.985 Shares | Other securities | — | — | $46K | 0.6% | |
| T Rowe Price US Eqty Research I 228.629 Shares | Mutual Funds | — | — | $13K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
