Dan Sears signed Macon Resources Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Macon Resources Inc.'s EIN is 37-1224992.
Download the official 2024 Form 5500 (PDF) for Macon Resources Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Macon Resources Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, 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 | $26K | — |
| FUTUREPLAN BY ASCENSUS-BPC | 04-2746212 | BOSTON, MA | CONTRACT ADMIN | $14K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $473 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mass Mutual Select-T. Rowe Price Retirement 2030 51,650 shares | Other securities | — | $52K | $785K | 17.4% | |
| Mass Mutual Select-T. Rowe Price Retirement 2035 39,972 shares | Other securities | — | $40K | $637K | 14.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2025 34,402 shares | Other securities | — | $34K | $503K | 11.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2045 27,584 shares | Other securities | — | $28K | $457K | 10.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2050 20,145 shares | Other securities | — | $20K | $326K | 7.2% | |
| Mass Mutual Select-T. Rowe Price Retirement 2020 22,990 shares | Other securities | — | $23K | $322K | 7.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2040 13,879 shares | Other securities | — | $14K | $214K | 4.7% | |
| Ishares S&P 500 Index K 293 shares | Common Collective Trusts | — | — | $202K | 4.5% | |
| Mass Mutual Select-T. Rowe Price Retirement 2055 11,859 shares | Other securities | — | $12K | $201K | 4.4% | |
| Money Market Fund *Mass Mutual U.S. Government Money Market Fund 173,058 shares | Cash / Money Market | — | $173K | $173K | 3.8% | |
| Mass Mutual Blue Chip Growth I 5,952 shares | Other securities | — | $6K | $140K | 3.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2060 7,046 shares | Other securities | — | $7K | $129K | 2.9% | |
| Vanguard Extended Market Index ADM 516 shares | Mutual Funds | — | — | $74K | 1.6% | |
| Vanguard Balanced Index ADM 1,389 shares | Mutual Funds | — | $1K | $67K | 1.5% | |
| American Funds New Perspective R6 1,002 shares | Mutual Funds | — | $1K | $62K | 1.4% | |
| Ishares MSCI EAFE International Index K 3,317 shares | Other securities | — | $3K | $51K | 1.1% | |
| Mass Mutual Diversified Value I 5,066 shares | Other securities | — | $5K | $48K | 1.1% | |
| Guaranteed Interest Account 2.15% interest rate | Bonds / Notes | — | — | $48K | 1.1% | |
| Ishares Russell 2000 Small-Cap Index K 842 shares | Common Collective Trusts | — | — | $21K | 0.5% | |
| Mass Mutual Select-T. Rowe Price Retirement 2015 1,287 shares | Other securities | — | $1K | $18K | 0.4% | |
| Fidelity Advisor Total Bond Z 1,905 shares | Mutual Funds | — | $2K | $18K | 0.4% | |
| Mass Mutual Select T. Rowe Price Retirement Bal 633 shares | Other securities | — | — | $9K | 0.2% | |
| s *Mass Mutual Select-T. Rowe Price Retirement 2010 432 shares | Mutual Funds | — | — | $6K | 0.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2065 392 shares | Other securities | — | — | $4K | <0.1% | |
| American Funds Bond Fund Of AMER R6 364 shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PLANNERS INC | — | DECATUR, IL | BROKER/ADVISOR | $0 | — |
