Richard McNay, Inc.'s EIN is 37-1027643.
Download the official 2024 Form 5500 (PDF) for Richard McNay, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Richard McNay, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $418 | — |
| EMPOWER ADVISORY GROUP, LLC | 04-1590850 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Mass Mutual Sagic Core Bond I | Other securities | — | — | $2.7M | 33.1% | |
| T. ROWE PRICE RETIREMENT 2030 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $990K | 12.2% | |
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $673K | 8.3% | |
| Mass Mutual MassMutual Select Trp Retirement 2040 M4 | Other securities | — | — | $587K | 7.2% | |
| T. ROWE PRICE RET 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $587K | 7.2% | |
| Mass Mutual Life Insurance Cash Values | Cash / Money Market | — | — | $508K | 6.3% | |
| MFS BLENDED RESEARCH CORE EQUITY I MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $443K | 5.5% | |
| MM S&P 500(R) INDEX R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $328K | 4.0% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $321K | 4.0% | |
| MASSMUTUAL TOTAL RETURN BOND R5 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $271K | 3.3% | |
| Mass Mutual MassMutual Select Trp Retirement 2050 M4 | Other securities | — | — | $231K | 2.9% | |
| T. ROWE PRICE RET 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $231K | 2.9% | |
| Mass Mutual MassMutual Select Trp Retirement 2010 M4 81 * Mass Mutual MassMutual Select Trp Retirement 2020 M4 | Other securities | — | — | $181K | 2.2% | |
| T. ROWE PRICE RET 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $181K | 2.2% | |
| MASSMUTUAL OVERSEAS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $175K | 2.2% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $173K | 2.1% | |
| INVESCO MAIN STREET MID CAP Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $95K | 1.2% | |
| VANGUARD INTERNATIONAL GROWTH ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $77K | 1.0% | |
| Mass Mutual MassMutual Select Trp Retirement 2060 M4 | Other securities | — | — | $75K | 0.9% | |
| T. ROWE PRICE RET 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $75K | 0.9% | |
| EMPOWER S&P MID CAP 400 INDEX INV EMPOWER FUNDS · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $74K | 0.9% | |
| EMPOWER INTERNATIONAL INDEX INV EMPOWER FUNDS · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $53K | 0.7% | |
| AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $40K | 0.5% | |
| Mass Mutual Fidelity Emerging Markets K | Mutual Funds | — | — | $37K | 0.5% | |
| EMPOWER S&P SMALLCAP 600 INDEX INV EMPOWER FUNDS · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $31K | 0.4% | |
| MASSMUTUAL SELECT TRP RET BAL M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $22K | 0.3% | |
| JPMORGAN MID CAP VALUE I JPMORGAN · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| JPMORGAN SMALL CAP VALUE I JPMORGAN · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| Mass Mutual Principal Small Cap Growth I Fund | Other securities | — | — | $5K | <0.1% | |
| MASSMUTUAL SELECT TRP RET 2010 M4 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $81 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| TI-TRUST, INC. |
| 20-1171923 |
| — |
| TRUSTEE |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS LLC | 43-1829594 | ST. LOUIS, MO | TPA | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WADE STABLES P.C. | 43-1498457 | — | AUDIT FIRM | $0 | — |
