Katie Jones signed MCL, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MCL, Inc.'s EIN is 35-1079999.
Download the official 2024 Form 5500 (PDF) for MCL, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MCL, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | CUSTODIAN | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vngrd Trgt Rtrmt 2030 Inv Registered Investment Companies | Other securities | — | — | $534K | 19.6% | |
| Vngrd Trgt Rtrmt 2025 Inv Registered Investment Companies | Other securities | — | — | $476K | 17.5% | |
| Vngrd Trgt Rtrmt 2040 Inv Registered Investment Companies | Other securities | — | — | $356K | 13.1% | |
| Vngrd Trgt Rtrmt Inc Registered Investment Companies | Common Stocks | — | — | $311K | 11.4% | |
| Vngrd Trgt Rtrmt 2045 Inv Registered Investment Companies | Other securities | — | — | $232K | 8.5% | |
| Vngrd Trgt Rtrmt 2020 Inv Registered Investment Companies | Other securities | — | — | $200K | 7.3% | |
| Vngrd Trgt Rtrmt 2035 Inv Registered Investment Companies | Other securities | — | — | $192K | 7.0% | |
| Vngrd Trgt Rtrmt 2050 Inv Registered Investment Companies | Other securities | — | — | $74K | 2.7% | |
| Vngrd Gr Indx Adml + Registered Investment Companies | Other securities | — | — | $69K | 2.5% | |
| Vngrd Trgt Rtrmt 2055 Inv Registered Investment Companies | Other securities | — | — | $47K | 1.7% | |
| Vngrd 500 Index Fd As Registered Investment Companies | Common Collective Trusts | — | — | $45K | 1.7% | |
| Participant Loans Interest ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $40K | 1.5% | |
| Ab Lgcap Gr I Registered Investment Companiesvalue | Other securities | — | — | $30K | 1.1% | |
| Pgim Hi Yld Z Registered Investment Companies | Other securities | — | — | $22K | 0.8% | |
| Blkrk Mdcap Gr Eq Inst Registered Investment Companies | Other securities | — | — | $14K | 0.5% | |
| Pimco Divrs Inc Inst Registered Investment Companies | Mutual Funds | — | — | $11K | 0.4% | |
| Hrdnglvner Emrg Mkts Adv + Registered Investment Companies $888 Jpm Cor Pls Bd R6 Registered Investment Companies | Other securities | — | — | $10K | 0.4% | |
| Fed Hrms Gov Oblgtns Prmr Money Market Fund Shares | Cash / Money Market | — | — | $9K | 0.3% | |
| Nuveen Real Estate Securities Fund - Class R6Registered Investment Companies | Mutual Funds | — | — | $8K | 0.3% | |
| Vngrd Trgt Rtrmt 2060 Inv Registered Investment Companies | Other securities | — | — | $7K | 0.2% | |
| As Dscpld Us Cor Inst + Registered Investment Companies | Other securities | — | — | $5K | 0.2% | |
| Virtus Mult Sctr St Bd I Registered Investment Companies | Other securities | — | — | $4K | 0.2% | |
| Vngrd Mkt Nutrl Inv + Registered Investment Companies | Other securities | — | — | $4K | 0.1% | |
| Columbia Contrarian Core Fund - Institutional 2 Class +Registered Investment Companies | Other securities | — | — | $4K | 0.1% | |
| Trowepr Realest + Registered Investment Companies | Other securities | — | — | $3K | 0.1% | |
| Vngrd Trgt Rtrmt 2065 Inv Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| Vngrd Mdcap Val Indx Adml Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| Vngrd Strat Eq Inv + Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| Emerald Gr Inst Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| Vngrd Smcap Val Indx Adml Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| American Beacon International Equity Fund - Class R5 +Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| Amfds Int Gr Inc R6 + Registered Investment Companies | Common Stocks | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 Fund - Investor ClassRegistered Investment Companies $2 Drey Cash Mgt Inst Registered Investment Companies $0 Nuveen International Opportunities Fund - Class I +Registered Investment Companies | Mutual Funds | — | — | $2K | <0.1% | |
| Henesy Focs Inst + Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| Jpm Smcap Eq R5 Registered Investment Companies | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS, LTD. | 35-2015845 | — | TPA | $7K | — |
