Kelly McRae signed McRaes U.S. MAIL Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McRaes U.S. MAIL Service, Inc.'s EIN is 39-1745087.
Download the official 2024 Form 5500 (PDF) for McRaes U.S. MAIL Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McRaes U.S. MAIL Service, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $26K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | NONE | $2K | — |
| Name | EIN | Location |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRST AMERICAN FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $455K | 10.8% | |
| GREAT GRAY TRST AMERICAN FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $428K | 10.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $419K | 9.9% | |
| GREAT GRAY TRST AMERICAN FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $384K | 9.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $373K | 8.8% | |
| GREAT GRAY TRST AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $302K | 7.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $231K | 5.5% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $175K | 4.1% | |
| GREAT GRAY TRST AMERICAN FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $157K | 3.7% | |
| GREAT GRAY TRST AMERICAN FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $148K | 3.5% | |
| Fidelity International Index | Mutual Funds | — | — | $147K | 3.5% | |
| GREAT GRAY TRST AMERICAN FUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $139K | 3.3% | |
| GREAT GRAY TRST AMERICAN FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $133K | 3.1% | |
| Great Gray Great Gray Trust American Funds 2010 | Mutual Funds | — | — | $130K | 3.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $90K | 2.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $80K | 1.9% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $61K | 1.4% | |
| Empower Annuity Insurance Company Fixed Investment Series | Common Stocks | — | — | $48K | 1.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $45K | 1.1% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $45K | 1.1% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $39K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $38K | 0.9% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $35K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $34K | 0.8% | |
| MID CAP GROWTH FUND FEE CLASS GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $23K | 0.5% | |
| GREAT GRAY TRST AMERICAN FUNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $22K | 0.5% | |
| INTERNATIONAL GROWTH FUND CI R GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $22K | 0.5% | |
| PGIM High Yield | Other securities | — | — | $20K | 0.5% | |
| American Century Global Real Estate | Other securities | — | — | $20K | 0.5% | |
| PGIM Global Total Return US Hedged | Other securities | — | — | $15K | 0.4% | |
| GREAT GRAY TRST AMERICAN FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $13K | 0.3% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $4K | 0.1% | |
| GGT WESTERN ASSET CORE PLUS BOND GREAT GRAY · EIN 82-4391232 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL INC. | — | LAKE MARY, FL | INVESTMENT ADVISOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAS PARTNERS | — | PEMBROKE PINES, FL | AUDITOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENT PARTNERS | — | MADISON, WI | NONE | $10K | — |
| ALLIANCE BENEFIT GROUP WISCONSIN LL | — | MADISON, WI | NONE | $8K | — |
