Allen Bishop signed The McAlear Group, Inc. DBA Service Spring Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The McAlear Group, Inc. DBA Service Spring Corp.'s EIN is 34-0898426.
Download the official 2024 Form 5500 (PDF) for The McAlear Group, Inc. DBA Service Spring Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The McAlear Group, Inc. DBA Service Spring Corp.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KMG FIDUCIARY PARTNERS LLC | 83-1985347 | — | ADVISOR | $29K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 10.2% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $1.4M | 9.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.3M | 9.4% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $1.3M | 8.9% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.2M | 8.7% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $686K | 4.9% | |
| Western Asset Core Plus Bond Fund I | Other securities | — | — | $682K | 4.9% | |
| Hartford Dividend and Growth Fund R6 | Other securities | — | — | $672K | 4.8% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $608K | 4.3% | |
| Fidelity Govt Money Market | Mutual Funds | — | — | $515K | 3.7% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $478K | 3.4% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $461K | 3.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $422K | 3.0% | |
| American Funds Small Cap World Fund R6 | Mutual Funds | — | — | $417K | 3.0% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $377K | 2.7% | |
| Allspring Precious Metals IS | Other securities | — | — | $328K | 2.3% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $298K | 2.1% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $240K | 1.7% | |
| BNY Mellon Natural Resources Fund Y | Other securities | — | — | $181K | 1.3% | |
| Fidelity International Index | Mutual Funds | — | — | $176K | 1.2% | |
| Cohen & Steers Real Estate Securities Fund Z | Other securities | — | — | $173K | 1.2% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $159K | 1.1% | |
| Fidelity Freedom 2070 K6 762 * Fidelity Freedom Income K6 | Mutual Funds | — | — | $110K | 0.8% | |
| JP Morgan Emerging Markets Equity Fund R6 | Other securities | — | — | $109K | 0.8% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $91K | 0.6% | |
| PGIM Short-term Corporate Bond Fund R6 | Other securities | — | — | $72K | 0.5% | |
| BlackRock Strategic Global Bond Fund K | Other securities | — | — | $67K | 0.5% | |
| JP Morgan High Yield R6 | Other securities | — | — | $66K | 0.5% | |
| Vanguard Inflation Prot Adm | Mutual Funds | — | — | $44K | 0.3% | |
| Fidelity Freedom 2010 K6 | Mutual Funds | — | — | $31K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
