Andrea Templeton signed McBride & SON Services Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McBride & SON Services Co.'s EIN is 46-4405164.
Download the official 2024 Form 5500 (PDF) for McBride & SON Services Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McBride & SON Services Co.'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY ADVISORS, INC. | 43-1891647 | — | ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MCBRIDE&SON 401K SVNGS MASTER TRUST MCBRIDE & SON SERVICES CO · EIN 46-4405164 / PN 099 | Master Trust | — | — | $33.7M | 98.8% | |
| Notes from 4-5 Years with Interest * Participant notes receivable Rates of 4.25% - 9% | Bonds / Notes | — | — | $74K | 0.2% | |
| Non-interest bearing cash | Cash / Money Market | — | — | $2K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $14K | — |
