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Original filing (PDF)20251006171956NAL0002063491001
MACQUEEN EQUIPMENT, LLC
Form 5500
FILING_RECEIVED
MACQUEEN EQUIPMENT GROUP 401(K) PLAN
401(k) retirement plan
Active participants
345
Accounts w/ balance
424
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACQUEEN EQUIPMENT, LLC.
Plan sponsor
Name
MACQUEEN EQUIPMENT, LLC
EIN
41-0845185
Address
1125 7TH STREET EAST · ST. PAUL, MN · 55106
Phone
(651) 523-1136
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BOMBERG, HANSON & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $70K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WA | INVESTMENT ADVISOR | $17K | — |
| CHRISTENSEN GROUP FINANCIAL LLC | — | EDEN PRAIRIE, MN | INVESTMENT ADVISOR | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | — | EAST PROVIDENCE, RI | THIRD PARTY ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
27 direct securities· $19.6M(100% of reported assets)
Uncategorized
$19.5M
26 holdings
Mutual Funds
$105K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K Mutual Fund | — | — | — | $3.1M | 15.8% | |
| Blackrock Lifepath Index 2045 K Mutual Fund | — | — | — | $2.0M | 10.2% | |
| Blackrock Lifepath Index Retirement K Mutual Fund | — | — | — | $2.0M | 10.0% | |
| Blackrock Lifepath Index 2040 K Mutual Fund | — | — | — | $1.6M | 8.1% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.5M | 7.7% | |
| Blackrock Lifepath Index 2030 K Mutual Fund | — | — | — | $1.2M | 6.1% | |
| Blackrock Lifepath Index 2055 K Mutual Fund | — | — | — | $1.2M | 5.9% | |
| Group Annuity Contracts * Key Guaranteed Portfolio Fund Group Annuity Contract | — | — | — | $1.0M | 5.1% | |
| Putnam Large Cap Growth R6 Mutual Fund | — | — | — | $828K | 4.2% | |
| Blackrock Lifepath Index 2050 K Mutual Fund | — | — | — | $705K | 3.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $576K | 2.9% | |
| Fidelity International Index Mutual Fund | — | — | — | $548K | 2.8% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $512K | 2.6% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $401K | 2.0% | |
| Blackrock Lifepath Index 2060 K Mutual Fund | — | — | — | $373K | 1.9% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $364K | 1.9% | |
| Empower International Value Instl Mutual Fund | — | — | — | $361K | 1.8% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $242K | 1.2% | |
| Participant Loans * Notes receivable from participants Maturities varying from 1 to 5 years and interest rates varying from 4.25% - 9.5% $0 | — | — | — | $239K | 1.2% | |
| Blackrock Lifepath Index 2065 K Mutual Fund | — | — | — | $191K | 1.0% | |
| JPMorgan Mid Cap Growth Mutual Fund | — | — | — | $185K | 0.9% | |
| Federated Hermes MDT Small Cap Growth R6 Mutual Fund | — | — | — | $120K | 0.6% | |
| American Century Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $105K | 0.5% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $82K | 0.4% | |
| Pimco Income Instl Mutual Fund | — | — | — | $64K | 0.3% | |
| Federated Hermes Total Return Bond R6 Mutual Fund | — | — | — | $64K | 0.3% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual Fund | — | — | — | $51K | 0.3% |
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