Daniel Hunt signed McGrath-Colosimo, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McGrath-Colosimo, Ltd.'s EIN is 36-3780892.
Download the official 2024 Form 5500 (PDF) for McGrath-Colosimo, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McGrath-Colosimo, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $17K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $27.1M | 85.3% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $27.1M | 85.3% | |
| [Assets held in participant loans] | Other | — | — | $564K | 1.8% |
| JAMES M. JUENGLING & ASSOCIATES |
| — |
| WEST DUNDEE, IL |
| PLAN ADVISOR |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION SERVICES, INC. | 36-3580924 | — | THIRD PARTY ADMINISTRATOR | $6K | — |
