KARI Caldwell signed Macallister Machinery Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Macallister Machinery Co., Inc.'s EIN is 35-0791060.
Download the official 2024 Form 5500 (PDF) for Macallister Machinery Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Macallister Machinery Co., 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 | 84-0467907 | — | NONE | $38K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $4K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 3.00% | Guaranteed Income / GIC | — | — | $21.5M | 22.3% | |
| Fidelity Growth Company Fund 464,876 shares | Mutual Funds | — | $465K | $14.1M | 14.7% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | $130K | $7.5M | 7.8% | |
| Dodge & Cox Stock Fund 28,976 shares | Mutual Funds | — | $29K | $7.5M | 7.8% | |
| Vanguard Institutional Index Fund 12,303 shares | Common Collective Trusts | — | $12K | $5.9M | 6.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | $78K | $5.1M | 5.3% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | $91K | $4.6M | 4.8% | |
| Vanguard Extended Market Index Fund 28,940 shares | Common Collective Trusts | — | $29K | $4.2M | 4.3% | |
| JPMorgan Core Plus Bond Fund 509,297 shares | Other securities | — | $509K | $3.6M | 3.8% | |
| Oppenheimer International Gr Fund 84,328 shares | Mutual Funds | — | $84K | $2.7M | 2.8% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | $31K | $2.6M | 2.7% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $40K | $2.5M | 2.6% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | $59K | $2.4M | 2.5% | |
| Allspring Small Co Growth Fund 59,268 shares | Common Stocks | — | $59K | $2.1M | 2.2% | |
| Vanguard Total Bond Market Index Fund 173,545 shares | Common Collective Trusts | — | $174K | $1.6M | 1.7% | |
| Vanguard Total Intl Stock Index Fund 11,946 shares | Common Collective Trusts | — | $12K | $1.5M | 1.6% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | $26K | $1.4M | 1.5% | |
| Participant Loans January 2025 through August 2044 | Participant loans | — | — | $1.3M | 1.3% | |
| Northern Small Cap Value Fund 89,859 shares | Other securities | — | $90K | $1.2M | 1.2% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | $15K | $896K | 0.9% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | $12K | $560K | 0.6% | |
| Fidelity (R)Government mmkt Prm Fund 497,763 shares | Mutual Funds | — | $498K | $498K | 0.5% | |
| CAUSEWAY INTERNATIONAL VALUE EQ CIT CAUSEWAY FUNDS · EIN 83-2733277 / PN 001 | Common Collective Trust | — | $31K | $474K | 0.5% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 64-6546416 / PN 454 | Common Collective Trust | — | $15K | $370K | 0.4% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $2K | $84K | <0.1% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | $2K | $77K | <0.1% |
