Original filing (PDF)20251010132324NAL0004649731001

MCGUIRE MANAGEMENT GROUP, LLC

Name: MCGUIRE MANAGEMENT GROUP, LLC — MCGUIRE MANAGEMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: MCGUIRE MANAGEMENT GROUP, LLC

Form 5500

FILING_RECEIVED

MCGUIRE MANAGEMENT GROUP 401(K) PLAN

401(k) retirement plan

Active participants

149

Accounts w/ balance

122

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (8 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGUIRE MANAGEMENT GROUP, LLC.

Plan sponsor

Name

MCGUIRE MANAGEMENT GROUP, LLC

EIN

46-0691763

Address

600 EAST GREGORY STREET · PENSACOLA, FL · 32502

Phone

(850) 433-6715

Industry

Accommodation & Food Servicessee 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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

SALTMARSH CLEAVELAND GUND

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SERVICES LLC	23-2384840	—	ADVISOR	$9K	—

Investments

31 direct securities· $8.5M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2040 Target Date Fund	—	—	—	$792K	9.3%
American Funds Growth Fund of America	—	—	—	$754K	8.8%
American Funds 2030 Target Date Fund	—	—	—	$698K	8.2%
American Funds 2025 Target Date Fund	—	—	—	$653K	7.7%
American Funds 2035 Target Date Fund	—	—	—	$641K	7.5%
American Funds 2015 Target Date Fund	—	—	—	$580K	6.8%
American Funds 2020 Target Date Fund	—	—	—	$481K	5.6%
American Funds American Mutual Fund	—	—	—	$413K	4.8%
American Funds Fundamental Investors	—	—	—	$399K	4.7%
PIMCO Income Fund Institutional 208 * American Funds The Income Fund of America	—	—	—	$386K	4.5%
Fidelity 500 Index Fund	—	—	—	$353K	4.1%
Fidelity Blue Chip Growth Fund	—	—	—	$341K	4.0%
American Funds 2045 Target Date Fund	—	—	—	$336K	3.9%
American Funds 2055 Target Date Fund	—	—	—	$308K	3.6%
American Funds Capital World Growth and Income Fund	—	—	—	$234K	2.7%
American Funds American Balanced Fund	—	—	—	$229K	2.7%
American Funds The Bond Fund of America	—	—	—	$213K	2.5%
Fidelity U.S. Government Money Market Fund	—	—	—	$140K	1.6%
American Funds Small Cap World Fund	—	—	—	$111K	1.3%
American Funds 2050 Target Date Fund	—	—	—	$63K	0.7%
American Funds 2060 Target Date Fund	—	—	—	$61K	0.7%
Principal Real Estate Index Fund 561 * Fidelity Equity Income Fund	—	—	—	$46K	0.5%
Fidelity International Index Fund	—	—	—	$46K	0.5%
American Funds New World Fund	—	—	—	$41K	0.5%
Fidelity Total Bond Fund	—	—	—	$31K	0.4%
Fidelity Mid Cap Index Fund	—	—	—	$30K	0.4%
Fidelity Emerging Markets Index Fund	—	—	—	$27K	0.3%
American Funds New Perspective Fund	—	—	—	$20K	0.2%
American Funds 2065 Target Date Fund	—	—	—	$20K	0.2%
Fidelity Intermediate Term Bond Index Fund	—	—	—	$16K	0.2%
Fidelity International Capital Appreciation Fund	—	—	—	$7K	<0.1%