Jennifer Hayes signed The McGregor Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The McGregor Foundation's EIN is 34-0714356.
Download the official 2024 Form 5500 (PDF) for The McGregor Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The McGregor Foundation's plan includes profit-sharing, a 401(k) feature, a 403(b) annuity, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO. | 13-5657518 | — | INVESTMENT ADVISOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $1.9M | 23.6% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $1.3M | 16.1% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $766K | 9.3% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $678K | 8.2% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $578K | 7.0% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $544K | 6.6% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $333K | 4.0% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $207K | 2.5% | |
| Fidelity Intl Capital Appreciation Mutual Fund | Mutual Funds | — | — | $186K | 2.3% | |
| MetLife GAC Mutual Fund | Other securities | — | — | $182K | 2.2% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $177K | 2.2% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $147K | 1.8% | |
| Vanguard High Dividend Yield Index Fund Mutual Fund | Common Collective Trusts | — | — | $136K | 1.7% | |
| Vanguard Target Retirement Income Mutual Fund | Mutual Funds | — | — | $119K | 1.4% | |
| Vanguard Total World Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $95K | 1.2% | |
| Vanguard Small Cap Growth Index Mutual Fund | Mutual Funds | — | — | $90K | 1.1% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund | Mutual Funds | — | — | $87K | 1.1% | |
| T. Rowe Price Dividend Growth Mutual Fund | Other securities | — | — | $84K | 1.0% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $84K | 1.0% | |
| MFS Total Return Bond Fund Class R6 Mutual Fund | Mutual Funds | — | — | $72K | 0.9% | |
| Vanguard Mid Cap Value Index Mutual Fund | Mutual Funds | — | — | $52K | 0.6% | |
| Vanguard Interim‐Term Treas Index Adm Mutual Fund | Mutual Funds | — | — | $50K | 0.6% | |
| PIMCO Short Term Institution Fund Mutual Fund | Mutual Funds | — | — | $49K | 0.6% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $47K | 0.6% | |
| DFA U.S. Targeted Value Portfolio Fund Mutual Fund | Mutual Funds | — | — | $40K | 0.5% | |
| Allspring Short‐Term Bond Plus Mutual Fund | Other securities | — | — | $32K | 0.4% | |
| Fidelity Long Term Treasury Bond Index Fund Mutual Fund | U.S. Treasuries | — | — | $30K | 0.4% | |
| Fidelity Mid Cap Growth Index Mutual Fund | Mutual Funds | — | — | $28K | 0.3% | |
| Brandywine Global Opport Bond IS Mutual Fund | U.S. Treasuries | — | — | $27K | 0.3% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $21K | 0.3% | |
| American Century Mid Cap Value R6 Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| Cohen & Steers Real Estate Secs Z Fund Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 025 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST V VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 011 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST V VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 037 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIRMENT SYSTEMS, INC | 31-1299207 | CINCINNATI, OH | TPA | $11K | — |
| HW & CO | — | CLEVELAND, OH | TPA | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MCGREGOR HOME | — | CLEVELAND, OH | NO RELATIONSHIP | $0 | — |
