How big is Macqueen Equipment, LLC's plan?

Macqueen Equipment, LLC's plan reported $19.6M in assets and 345 participants for 2024.

Original filing (PDF)20251006171956NAL0002063491001

Macqueen Equipment, LLC

Name: Macqueen Equipment, LLC — Macqueen Equipment Group, Form 5500 (2024)
Creator: Macqueen Equipment, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Macqueen Equipment Group 401(k) Plan

401(k) retirement plan · Macqueen Equipment, LLC's Macqueen Equipment Group 401(k) Plan held $19.6M in plan assets for 345 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

345

Accounts w/ balance

424

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

Plan identifiers

Macqueen Equipment, LLC's EIN is 41-0845185.

EIN 41-0845185

Plan number 001

Plan year 2024

ACK ID 20251006171956NAL0002063491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Macqueen Equipment, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Macqueen Equipment, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MACQUEEN EQUIPMENT, LLC.

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 142K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

MACQUEEN EQUIPMENT, LLC

EIN

all filings

Address

1125 7TH STREET EAST · ST. PAUL, MN · 55106

Phone

(651) 523-1136

Industry

Wholesale Trade

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

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$70K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp

Investments

27 direct securities· $19.6M(100% of reported assets)

Other securities

$13.1M

14 holdings

Mutual Funds

$3.7M

10 holdings

Common Collective Trusts

$1.5M

1 holding

Common Stocks

$1.0M

1 holding

Bonds / Notes

$239K

1 holding

					% of plan
Blackrock Lifepath Index 2035 K Mutual Fund	Other securities	—	—	$3.1M	15.8%
Blackrock Lifepath Index 2045 K Mutual Fund	Other securities	—	—	$2.0M	10.2%
Blackrock Lifepath Index Retirement K Mutual Fund	Other securities	—	—	$2.0M	10.0%
Blackrock Lifepath Index 2040 K Mutual Fund	Other securities	—	—	$1.6M	8.1%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$1.5M	7.7%
Blackrock Lifepath Index 2030 K Mutual Fund	Other securities	—	—	$1.2M	6.1%
Blackrock Lifepath Index 2055 K Mutual Fund	Other securities	—	—	$1.2M	5.9%
Group Annuity Contracts * Key Guaranteed Portfolio Fund Group Annuity Contract	Common Stocks	—	—	$1.0M	5.1%
Putnam Large Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$828K	4.2%
Blackrock Lifepath Index 2050 K Mutual Fund	Other securities	—	—	$705K	3.6%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$576K	2.9%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$548K	2.8%
Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$512K	2.6%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$401K	2.0%
Blackrock Lifepath Index 2060 K Mutual Fund	Other securities	—	—	$373K	1.9%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$364K	1.9%
Empower International Value Instl Mutual Fund	Other securities	—	—	$361K	1.8%
Fidelity Emerging Markets Index Mutual Fund	Mutual Funds	—	—	$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	Bonds / Notes	—	—	$239K	1.2%
Blackrock Lifepath Index 2065 K Mutual Fund	Other securities	—	—	$191K	1.0%
JPMorgan Mid Cap Growth Mutual Fund	Other securities	—	—	$185K	0.9%
Federated Hermes MDT Small Cap Growth R6 Mutual Fund	Other securities	—	—	$120K	0.6%
American Century Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$105K	0.5%
DFA Real Estate Securities I Mutual Fund	Mutual Funds	—	—	$82K	0.4%
Pimco Income Instl Mutual Fund	Mutual Funds	—	—	$64K	0.3%
Federated Hermes Total Return Bond R6 Mutual Fund	Other securities	—	—	$64K	0.3%
Undiscovered Mgrs Behavioral Value R6 Mutual Fund	Other securities	—	—	$51K	0.3%