ANDY Wickham signed A. Y. McDonald Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A. Y. McDonald Industries, Inc.'s EIN is 42-0404280.
Download the official 2024 Form 5500 (PDF) for A. Y. McDonald Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A. Y. McDonald Industries, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $559 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $101.4M | 78.5% | |
| [Assets held in common collective trust] | Other | — | — | $7.8M | 6.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $4.1M | 3.2% | |
| [Assets held in pooled separate account] | Other | — | — | $4.1M | 3.2% | |
| CAPITAL GROUP EUROPACIFIC GROWTH AMERICAN FUNDS · EIN 95-6597294 / PN 000 | Pooled Separate Account | — | — | $4.1M | 3.2% | |
| CONESTOGA SMALL CAP GROWTH CLLCTV A COMERICA BANK · EIN 82-6178890 / PN 001 | Common Collective Trust | — | — | $3.4M | 2.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.9M | 2.3% | |
| COHEN AND STEERS U.S. REALTY CLASS COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $1.5M | 1.2% | |
| [Assets held in participant loans] | Other | — | — | $2K | <0.1% |
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $34K | — |
| HONKAMP KRUEGER & CO PC | — | DUBUQUE, IA | INVESTMENT ADVISOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIAN J KALLBACK DBA VINE & FIG TRE | — | DUBUQUE, IA | OTHER | $7K | — |
