Chris McGrath signed McGrath Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McGrath Enterprises, Inc.'s EIN is 36-3432209.
Download the official 2024 Form 5500 (PDF) for McGrath Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McGrath 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 |
|---|---|---|---|---|---|
| MCCULLEY FINANCIAL GROUP, LLC | 27-2955086 | — | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | THIRD PARTY ADMINISTRATOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VOYA RET INS ANNUITY SEP D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9.2M | 38.3% | |
| MYCOMPASS AMER FDS 2055 FD R WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 001 | Common Collective Trust | — | — | $3.0M | 12.7% | |
| Dimensional Fund Advisors Intermediate Government Fixed Income Portfolio Ins. | Mutual Funds | — | — | $2.7M | 11.4% | |
| MYCOMPASS AMER FDS 2045 FD R WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 001 | Common Collective Trust | — | — | $2.2M | 9.3% | |
| MYCOMPASS AMER FDS 2050 FD R WILMINGTON TRUST, N.A. · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $1.8M | 7.5% | |
| MYCOMPASS AMER FDS 2040 FD R WILMINGTON TRUST, N.A. · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $1.7M | 7.1% | |
| MYCOMPASS AMER FDS 2060 FD R WILMINGTON TRUST, N.A. · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $1.7M | 7.0% | |
| Vanguard Large-Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 5.2% | |
| MYCOMPASS AMER FDS 2065 FD R WILMINGTON TRUST, N.A. · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.9% | |
| MYCOMPASS AMER FDS 2030 FD R WILMINGTON TRUST, N.A. · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $1.1M | 4.6% | |
| MYCOMPASS AMER FDS 2025 FD R WILMINGTON TRUST, N.A. · EIN 38-4097337 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.4% | |
| BlackRock Tech. Opp. Fund Class Kb | Other securities | — | — | $743K | 3.1% | |
| MYCOMPASS AMER FDS 2035 FD R WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 001 | Common Collective Trust | — | — | $725K | 3.0% | |
| Schwab Fndm US Lg Cmp Ind Fd | Mutual Funds | — | — | $554K | 2.3% | |
| BlackRock Total Return Fund Class K | Other securities | — | — | $503K | 2.1% | |
| Oppenheimer Gold & Spec Min Fund | Mutual Funds | — | — | $277K | 1.2% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $262K | 1.1% | |
| Vanguard Cash Res Fed Money Market Fund Adm | Mutual Funds | — | — | $209K | 0.9% | |
| MYCOMPASS AMER FDS 2010 FD R WILMINGTON TRUST, N.A. · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $200K | 0.8% | |
| Vanguard Energy Index Fundb | Common Collective Trusts | — | — | $171K | 0.7% | |
| Vanguard Consumer Staples Index Fund | Common Collective Trusts | — | — | $159K | 0.7% | |
| Lord AbbetbShort Dur Inc Fund R6 | Common Stocks | — | — | $132K | 0.6% | |
| T Rowe Price Health Sciences Fund | Mutual Funds | — | — | $126K | 0.5% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $122K | 0.5% | |
| BlackRock Floating Rate Inc Prt Class K | Bonds / Notes | — | — | $111K | 0.5% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $105K | 0.4% | |
| PIMCO Commodity Real Return Strategy Fund Inst.bb | Mutual Funds | — | — | $90K | 0.4% | |
| Columbia Sm. Cap Growth Fd. Instl. Class 3 | Other securities | — | — | $61K | 0.3% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $59K | 0.2% | |
| Western Asset Core Bond Fund | Other securities | — | — | $40K | 0.2% | |
| Goldman Sachs GQG Prt Intl Opp R6 | Other securities | — | — | $39K | 0.2% | |
| Cohen & Steers Inst Realty Shares, Inc. | Common Stocks | — | — | $36K | 0.1% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $36K | 0.1% | |
| MYCOMPASS AMER FDS 2020 FD R WILMINGTON TRUST, N.A. · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $36K | 0.1% | |
| JPMorgan International Equity Fund R6 | Other securities | — | — | $35K | 0.1% | |
| Vanguard Utilities Index Fund | Common Collective Trusts | — | — | $33K | 0.1% | |
| Voya Financial Fixed Income Account | Other securities | — | — | $32K | 0.1% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $30K | 0.1% | |
| Dimensional Fund AdvisorsbEmerging Markets Pt Instl Class | Mutual Funds | — | — | $29K | 0.1% | |
| Vanguard Financials Index Fund | Common Collective Trusts | — | — | $27K | 0.1% | |
| Voya Financial Govt. Money Market Fund | Cash / Money Market | — | — | $23K | <0.1% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio Ins. | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard Consumer Discr. Index Fund | Common Collective Trusts | — | — | $21K | <0.1% | |
| Vanguard Long Term Inv. Grd. Fund | Mutual Funds | — | — | $16K | <0.1% | |
| American Funds Capital World Bond R6 | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds Small Cap World Fd. R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard High-Yield Corp Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Victory Trivalent Intl. Small Cap Fund | Other securities | — | — | $1K | <0.1% | |
| MFS Emerging Markets Debt Fund R6 | Mutual Funds | — | — | $732 | <0.1% |
