How big is Makeready LLC's plan?

Makeready LLC's plan reported $12.2M in assets and 920 participants for 2023.

Original filing (PDF)20241015134204NAL0049673952001

Makeready LLC

Name: Makeready LLC — Makeready 401(k) Plan, Form 5500 (2023)
Creator: Makeready LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Makeready 401(k) Plan

401(k) retirement plan · Makeready LLC's Makeready 401(k) Plan held $12.2M in plan assets for 920 participants in 2023, with John Hancock as recordkeeper.

Active participants

920

Accounts w/ balance

391

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

People on this filing

Kathi Lavine signed Makeready LLC's 2023 Form 5500 as plan administrator.

Kathi Lavine — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Makeready LLC's EIN is 36-4825662.

EIN 36-4825662

Plan number 001

Plan year 2023

ACK ID 20241015134204NAL0049673952001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Makeready LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Makeready LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAKEREADY LLC.

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How this plan invests

This plan

41 pooled trusts

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

MAKEREADY LLC

EIN

all filings

Address

1131 DRAGON ST. · DALLAS, TX · 75207

Phone

(214) 736-3580

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	BUFFALO, NY	RECORDKEEPER	$50K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE SIEKMANN COMPANY	31-0995736	PLAIN CITY, OH	RIA, TPA	$39K	—

Investments

2 direct securities · 41 pooled funds· $12.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$11.9M

41 holdings

Other securities

$376K

2 holdings

					% of plan
JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$2.0M	16.5%
VANGUARD TARGET RET 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.3M	10.9%
JH MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.3M	10.9%
VANGUARD TARGET RET 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.0M	8.6%
VANGUARD TARGET RET 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$971K	8.0%
VANGUARD TARGET RET 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$922K	7.6%
VANGUARD TARGET RET 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$767K	6.3%
VANGUARD TARGET RET 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$735K	6.0%
VANGUARD TARGET RET 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$513K	4.2%
due at various maturity dates through July 2053.	Other securities	—	—	$276K	2.3%
VANGUARD TARGET RET 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$249K	2.0%
JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$220K	1.8%
VANGUARD TARGET RET 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$169K	1.4%
BLUE CHIP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$168K	1.4%
JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$157K	1.3%
JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$140K	1.1%
500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$121K	1.0%
DFA US TARGETED VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$120K	1.0%
John Hancock USA EuroPacific Growth Fund	Other securities	—	—	$101K	0.8%
AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$101K	0.8%
JOHN HANCOCK STABLE VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$66K	0.5%
VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$59K	0.5%
FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$55K	0.5%
VANGUARD TARGET RET INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$51K	0.4%
INVESCO SMALL CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$49K	0.4%
THRIVENT MID CAP STOCK FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$46K	0.4%
FIDELITY CONTRAFUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$46K	0.4%
JPMORGAN U.S. EQUITY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$45K	0.4%
VANGUARD VALUE INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$44K	0.4%
MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$43K	0.4%
LORD ABBETT HIGH YIELD FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$39K	0.3%
JOHN HANCOCK BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$38K	0.3%
DFA INTL SMALL CAP VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$37K	0.3%
REAL EST. SECURITIES FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$33K	0.3%
SCIENCE & TECHNOLOGY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$32K	0.3%
FIDELITY INTERNATIONAL INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$22K	0.2%
CARILLON EAGLE MID CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$21K	0.2%
TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$19K	0.2%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$16K	0.1%
VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$14K	0.1%
VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$9K	<0.1%
VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$6K	<0.1%
VANGUARD TARGET RET 2020 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%