BETH SAMS signed McLeod Express, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McLeod Express, LLC's EIN is 35-2156793.
Download the official 2024 Form 5500 (PDF) for McLeod Express, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McLeod Express, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $21K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $6.4M | 86.3% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $6.0M | 81.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $792K | 10.7% | |
| STATE STREET MID CAP IDX NL CLASS C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $356K | 4.8% | |
| [Assets held in participant loans] | Other | — | — | $200K | 2.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3K | <0.1% | |
| STATE STREET RUSS LG CP GR IDX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2055 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 490 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS NEW PERSP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK HIGH YIELD BD PF ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 754 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BNY MELLON GLBL FIXED INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 761 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INF-PROTECTED SEC PRTF RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DWS CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 758 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FEDERATED HERMES MDT SM CAP CR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 351 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DVSF DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 574 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO GLBL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 035 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS GR FD OF AMER RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 246 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN INTREPID MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 331 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER SELECT MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 738 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY INC RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY MOD GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSS SM CAP GR IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET U.S. BD IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETMENT BAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 491 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PRTNR STCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2025 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 484 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2030 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 485 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2035 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 486 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2040 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 487 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2050 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 489 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING PRECIOUS METALS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC RETD JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 480 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SM-CAP VAL IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VICTORY SYCAMORE EST VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WMC DISCIPLINED US GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 307 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETMENT 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 488 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY CNSV GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 501 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS AMERICAN MTL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $0 | <0.1% |
| 39-2018056 |
| — |
| INVESTMENT ADVISORY- PLAN |
| $14K |
| — |
