Steve Roggeman signed McCann Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McCann Industries, Inc.'s EIN is 36-2706031.
Download the official 2024 Form 5500 (PDF) for McCann Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McCann Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $150 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $32K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | — | MADISON, WI | AUDITOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement K N/R | Other securities | — | — | $2.4M | 18.3% | |
| BlackRock Lifepath Index 2030 K N/R | Mutual Funds | — | — | $1.9M | 14.7% | |
| BlackRock Lifepath Index 2035 K N/R | Other securities | — | — | $1.6M | 12.4% | |
| Vanguard Total Intl Stock Index Adm N/R | Mutual Funds | — | — | $1.2M | 9.0% | |
| Fidelity Investments Fidelity 500 Index N/R | Common Collective Trusts | — | — | $1.0M | 7.6% | |
| Vanguard Small Cap Index Adm N/R | Mutual Funds | — | — | $488K | 3.7% | |
| BlackRock Lifepath Index 2055 K N/R | Other securities | — | — | $465K | 3.5% | |
| Fidelity Investments Fidelity Advisor New Insights Z N/R | Mutual Funds | — | — | $418K | 3.2% | |
| BlackRock Lifepath Index 2040 K N/R | Other securities | — | — | $411K | 3.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $378K | 2.9% | |
| Vanguard Mid Cap Index Adm N/R | Mutual Funds | — | — | $362K | 2.8% | |
| Trust Self-directed brokerage accounts Empower Self-Directed Brokerage N/R | Self-Directed Brokerage | — | — | $309K | 2.4% | |
| Oppenheimer Funds Invesco Discovery R6 N/R | Mutual Funds | — | — | $301K | 2.3% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $269K | 2.1% | |
| BlackRock Lifepath Index 2045 K N/R | Other securities | — | — | $244K | 1.9% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $236K | 1.8% | |
| BlackRock Lifepath Index 2050 K N/R | Other securities | — | — | $210K | 1.6% | |
| Macquarie Mid Cap Growth R6 N/R | Other securities | — | — | $199K | 1.5% | |
| Dimension Fund Advisors DFA US Targeted Value I N/R | Mutual Funds | — | — | $185K | 1.4% | |
| John Hancock Funds JHancock Disciplined Value Mid Cap R6 N/R | Other securities | — | — | $172K | 1.3% | |
| Participant Loans Maturities through 2032 and interest $0 | Participant loans | — | — | $144K | 1.1% | |
| Fixed Annuities * Empower Key Guaranteed Portfolio Fund N/R | Other securities | — | — | $124K | 0.9% | |
| JP Morgan JP Morgan Government Bond R6 N/R | U.S. Treasuries | — | — | $56K | 0.4% |
