JUDY Bayer signed McFarlane Manufacturing Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McFarlane Manufacturing Company, Inc.'s EIN is 39-1046249.
Download the official 2024 Form 5500 (PDF) for McFarlane Manufacturing Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McFarlane Manufacturing Company, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $25K | — |
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.
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $2.9M | 11.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.7M | 10.8% | |
| RPAG/WILMINGTON LG CAP VAL FD R1 WILMINGTON · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.6M | 10.5% | |
| MFS Corporate Bd R4 | Mutual Funds | — | — | $2.5M | 10.1% | |
| CORE BOND CLASS R1 WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $2.0M | 7.9% | |
| Transamerica Life Ins Co Stable Val Strategy - TLIC | Common Stocks | — | — | $1.8M | 7.0% | |
| SMALL CAP GROWTH III R1 WILMINGTON TRUST · EIN 38-7304119 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.2% | |
| MID CAP GR FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.1M | 4.4% | |
| MFS Intl Val R4 | Mutual Funds | — | — | $1.1M | 4.3% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $1.1M | 4.3% | |
| MID CAP VAL FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $797K | 3.2% | |
| Vanguard LifeStrategy Gr | Mutual Funds | — | — | $796K | 3.2% | |
| Fidelity Total Intl Index | Mutual Funds | — | — | $776K | 3.1% | |
| Vanguard LifeStrategy Consv Gr | Mutual Funds | — | — | $674K | 2.7% | |
| Cohen & Steers Cohen & Steers Realty Shares L | Other securities | — | — | $535K | 2.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $487K | 1.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $456K | 1.8% | |
| Franklin Templeton Franklin Small Cap Val R6 | Mutual Funds | — | — | $449K | 1.8% | |
| BlackRock Tech Opp Inv A | Other securities | — | — | $364K | 1.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $334K | 1.3% | |
| Vanguard LifeStrategy Moderate Gr | Mutual Funds | — | — | $251K | 1.0% | |
| State Street State Street Instl US Govt Money Market Premier | Cash / Money Market | — | — | $75K | 0.3% |
