Daniel J Jatis signed McHugh Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McHugh Enterprises, Inc.'s EIN is 36-3363119.
Download the official 2024 Form 5500 (PDF) for McHugh Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McHugh Enterprises, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS | Common Collective Trusts | — | $2.8M | $5.5M | 17.5% | |
| PIONEER BOND FD CL Y GM MUTUAL FUNDS | Other securities | — | $3.1M | $2.9M | 9.3% | |
| GALLIARD STABLE RETURN FUND CLASS C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.8M | 8.8% | |
| GALLIARD STABLE RETURN FUND C COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $2.4M | $2.6M | 8.2% | |
| INVESCO EQUALLY WEIGHTED CL Y MUTUAL FUNDS | Mutual Funds | — | $1.7M | $1.9M | 6.0% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $1.5M | $1.5M | 4.9% | |
| BLACKROCK EQ DIVIDEND I GM MUTUAL FUNDS | Other securities | — | $1.5M | $1.5M | 4.6% | |
| BLACKROCK GLOBAL ALLOC I GM MUTUAL FUNDS | Other securities | — | $1.5M | $1.4M | 4.5% | |
| FIDELITY INTRNTL INDX INSTL GM MUTUAL FUNDS | Mutual Funds | — | $1.3M | $1.4M | 4.3% | |
| FIDELITY INTRNTNL INDX INSTL MUTUAL FUNDS | Mutual Funds | — | $1.1M | $1.2M | 3.9% | |
| JP MORGAN LARGE CAP GRTH R6 GM MUTUAL FUNDS | Other securities | — | $1.2M | $1.2M | 3.8% | |
| BLACKROCK EQ DIVIDEND I MUTUAL FUNDS | Other securities | — | $1.2M | $1.1M | 3.6% | |
| JP MORGAN LARGE CAP GROWTH R6 MUTUAL FUNDS | Other securities | — | $838K | $845K | 2.7% | |
| PRINCIPAL MIDCAP FUND CL R6 MUTUAL FUNDS | Other securities | — | $692K | $828K | 2.6% | |
| PIONEER BOND FD CL Y MUTUAL FUNDS | Other securities | — | $896K | $805K | 2.5% | |
| AMERICAN CENTURY SML CP VAL R6 MUTUAL FUNDS | Other securities | — | $844K | $788K | 2.5% | |
| VICTORY SYCAMORE EST VAL I GM MUTUAL FUNDS | Other securities | — | $715K | $767K | 2.4% | |
| VICTORY SYCAMORE EST VAL FD I MUTUAL FUNDS | Other securities | — | $727K | $748K | 2.4% | |
| BLACKROCK GLOBAL ALLOC I MUTUAL FUNDS | Other securities | — | $730K | $721K | 2.3% | |
| INVESCO DISCOVERY FUND R6 MUTUAL FUNDS | Mutual Funds | — | $795K | $681K | 2.2% | |
| PRINCIPAL MIDCAP FUND CL R6 GM MUTUAL FUNDS | Other securities | — | $469K | $553K | 1.7% | |
| NYLI MACKAY HIGH YILD COR BD I MUTUAL FUNDS | Other securities | — | $546K | $530K | 1.7% | |
| AMERICAN CENTURY SML CP R6 GM MUTUAL FUNDS | Other securities | — | $411K | $396K | 1.2% | |
| AMERICAN FUNDS 2025 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $326K | $328K | 1.0% | |
| INVESCO DISCOVERY FUND R6 GM MUTUAL FUNDS | Mutual Funds | — | $237K | $227K | 0.7% | |
| GALLIARD STABLE RETURN FD C GM COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $179K | $192K | 0.6% | |
| ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS | Common Collective Trusts | — | $128K | $145K | 0.5% | |
| AMERICAN NEW WORLD FUND MUTUAL FUNDS | Other securities | — | $119K | $123K | 0.4% | |
| LOAN FUND LOANS | Other securities | — | $105K | $105K | 0.3% | |
| MACQUARIE SMALL CAP CORE FD R6 MUTUAL FUNDS | Other securities | — | $93K | $105K | 0.3% | |
| AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS 11 AMERICAN FUNDS 2060 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $44K | $49K | 0.2% | |
| AMERICAN FUNDS 2035 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $9K | $9K | <0.1% | |
| AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $2K | $2K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
