Ellen Haubrich signed McGuire Management Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McGuire Management Group, LLC's EIN is 46-0691763.
Download the official 2024 Form 5500 (PDF) for McGuire Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McGuire Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Fund | Mutual Funds | — | — | $792K | 9.3% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $754K | 8.8% | |
| American Funds 2030 Target Date Fund | Mutual Funds | — | — | $698K | 8.2% | |
| American Funds 2025 Target Date Fund | Mutual Funds | — | — | $653K | 7.7% | |
| American Funds 2035 Target Date Fund | Mutual Funds | — | — | $641K | 7.5% | |
| American Funds 2015 Target Date Fund | Mutual Funds | — | — | $580K | 6.8% | |
| American Funds 2020 Target Date Fund | Mutual Funds | — | — | $481K | 5.6% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $413K | 4.8% | |
| American Funds Fundamental Investors | Mutual Funds | — | — | $399K | 4.7% | |
| PIMCO Income Fund Institutional 208 * American Funds The Income Fund of America | Mutual Funds | — | — | $386K | 4.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $353K | 4.1% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $341K | 4.0% | |
| American Funds 2045 Target Date Fund | Mutual Funds | — | — | $336K | 3.9% | |
| American Funds 2055 Target Date Fund | Mutual Funds | — | — | $308K | 3.6% | |
| American Funds Capital World Growth and Income Fund | Mutual Funds | — | — | $234K | 2.7% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $229K | 2.7% | |
| American Funds The Bond Fund of America | Mutual Funds | — | — | $213K | 2.5% | |
| Fidelity U.S. Government Money Market Fund | Mutual Funds | — | — | $140K | 1.6% | |
| American Funds Small Cap World Fund | Mutual Funds | — | — | $111K | 1.3% | |
| American Funds 2050 Target Date Fund | Mutual Funds | — | — | $63K | 0.7% | |
| American Funds 2060 Target Date Fund | Mutual Funds | — | — | $61K | 0.7% | |
| Principal Real Estate Index Fund 561 * Fidelity Equity Income Fund | Common Collective Trusts | — | — | $46K | 0.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $46K | 0.5% | |
| American Funds New World Fund | Mutual Funds | — | — | $41K | 0.5% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $31K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $30K | 0.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $27K | 0.3% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $20K | 0.2% | |
| American Funds 2065 Target Date Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Intermediate Term Bond Index Fund | Common Collective Trusts | — | — | $16K | 0.2% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
