Kimberly Henry signed Black & McDonald, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Black & McDonald, Inc.'s EIN is 52-2021787.
Download the official 2024 Form 5500 (PDF) for Black & McDonald, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Black & McDonald, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIT BALANCED B COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $6.2M | 39.9% | |
| FIT AGGRESSIVE B COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $1.8M | 11.5% | |
| FIT GROWTH B COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $1.2M | 8.1% | |
| Fidelity Total Mkt Index Mutual Fund | Mutual Funds | — | — | $1.2M | 7.7% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $993K | 6.4% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $636K | 4.1% | |
| T. Rowe Price Growth Stock Mutual Fund ** - Vanguard Equity Income Admiral Mutual Fund | Mutual Funds | — | — | $605K | 3.9% | |
| Participant Loans Interest Rates 3.25% to 8.5% | Bonds / Notes | — | — | $514K | 3.3% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $436K | 2.8% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $331K | 2.1% | |
| Vanguard Short-Term Invest-Grade Adm Mutual Fund | Mutual Funds | — | — | $248K | 1.6% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $239K | 1.5% | |
| GS GQG INTL OPPS R6 Mutual Fund | Other securities | — | — | $184K | 1.2% | |
| MFS Intl Diversification R6 Mutual Fund ** - Morgan Stanley Inst Fund Intl Adv PTF I Mutual Fund ** - PGIM Global Total Return R6 Mutual Fund ** - Prudential Total Return Bond Z Mutual Fund | Mutual Funds | — | — | $183K | 1.2% | |
| AB Small Cap Growth Z Mutual Fund ** - AM Cent Sm Cap Gr R6 Mutual Fund | Other securities | — | — | $141K | 0.9% | |
| Vanguard Small Cap Value Index Adm Mutual Fund | Mutual Funds | — | — | $127K | 0.8% | |
| FIT CONSERVATIVE B COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $127K | 0.8% | |
| IS MSCI EAFE INTL K Mutual Fund | Other securities | — | — | $67K | 0.4% | |
| BR Strat Glb Bd K Mutual Fund | Other securities | — | — | $63K | 0.4% | |
| John Hancock Global Equity Inc N Mutual Fund | Common Stocks | — | — | $58K | 0.4% | |
| FIT Govt Money Market Money Market Fund | Cash / Money Market | — | — | $57K | 0.4% | |
| FIT MOD CONSRV B COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $42K | 0.3% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $35K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
