Antoinette Pilzner signed McDonald Hopkins LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McDonald Hopkins LLC's EIN is 34-1059058.
Download the official 2023 Form 5500 (PDF) for McDonald Hopkins LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)McDonald Hopkins LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISORS, IN | — | CLEVELAND, OH | ADVISOR | $133K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $39.1M | 31.3% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $17.0M | 13.6% | |
| T. Rowe Price T. Rowe Price All-Cap Opportunities Fund | Other securities | — | — | $14.3M | 11.4% | |
| PIMCO Total Return Institutional Shares | Mutual Funds | — | — | $11.4M | 9.1% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $9.4M | 7.5% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $6.7M | 5.4% | |
| Vanguard Intermediate Term Treasury | Mutual Funds | — | — | $6.6M | 5.3% | |
| American Funds American Funds EuroPacific Growth | Mutual Funds | — | — | $6.5M | 5.2% | |
| Fidelity Money market fund - Fidelity Instl MM FDS Governmental | Mutual Funds | — | — | $4.9M | 3.9% | |
| Franklin Templeton Franklin Small Cap Value Fund | Mutual Funds | — | — | $3.6M | 2.9% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $3.6M | 2.8% | |
| Vanguard REIT Index | Mutual Funds | — | — | $1.7M | 1.4% | |
| Participants** Participant notes receivable with interest rates ranging from 5.25 to 7.50 percent - | Other securities | — | — | $341K | 0.3% |
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 |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $7K | — |
