William McGivern signed The Macomb Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Macomb Group, Inc.'s EIN is 38-2156104.
Download the official 2024 Form 5500 (PDF) for The Macomb Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Macomb Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | 43-0538770 | — | ADVISOR | $83K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 | Other securities | — | — | $7.4M | 14.3% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $7.1M | 13.7% | |
| Fidelity Management Trust Company 500 Index | Common Collective Trusts | — | — | $4.5M | 8.7% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $4.4M | 8.3% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $2.6M | 5.0% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $2.4M | 4.6% | |
| Baird Mid Cap Growth | Other securities | — | — | $2.3M | 4.4% | |
| Fidelity Management Trust Company Contrafund | Mutual Funds | — | — | $2.1M | 4.0% | |
| Blackrock Equity Dividend | Other securities | — | — | $1.8M | 3.5% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $1.7M | 3.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.7M | 3.2% | |
| Fidelity Management Trust Company BrokerageLink - Common Stock | Mutual Funds | — | — | $1.5M | 3.0% | |
| Aberdeen Small Cap Equity | Other securities | — | — | $1.5M | 2.9% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $1.4M | 2.7% | |
| John Hancock Bond Fund | Other securities | — | — | $1.3M | 2.4% | |
| Fidelity Management Trust Company Mid Cap Index | Mutual Funds | — | — | $953K | 1.8% | |
| John Hancock Mid Cap Value | Other securities | — | — | $843K | 1.6% | |
| ClearBridge International Growth | Other securities | — | — | $655K | 1.3% | |
| American Funds New World Bond | Mutual Funds | — | — | $577K | 1.1% | |
| due at various dates through December 2029 | Other securities | — | — | $546K | 1.0% | |
| FullerThaler Behavioral Small Cap Equity | Other securities | — | — | $468K | 0.9% | |
| Calamos Market Nuetral Income Fund | Other securities | — | — | $455K | 0.9% | |
| American Beacon Small Cap Value | Other securities | — | — | $419K | 0.8% | |
| Fidelity Management Trust Company BrokerageLink - Cash | Mutual Funds | — | — | $334K | 0.6% | |
| Cohen & Steers Real Estate | Other securities | — | — | $175K | 0.3% | |
| Fidelity Management Trust Company BrokerageLink - External Fund | Mutual Funds | — | — | $108K | 0.2% | |
| Fidelity Management Trust Company Money Market | Mutual Funds | — | — | $56K | 0.1% | |
| American Funds Capital World Bond | Mutual Funds | — | — | $36K | <0.1% | |
| T. Rowe Price Retirement 2065 | Other securities | — | — | $24K | <0.1% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $21K | <0.1% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $14K | <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 |
|---|---|---|---|---|---|
| UHY ADVISORS GREAT LAKES, INC | 38-1910111 | — | ACCOUNTANT/AUDITOR | $5K | — |
