Sherry Whitmire signed McNeely Companies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McNeely Companies' EIN is 56-1223676.
Download the official 2024 Form 5500 (PDF) for McNeely Companies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McNeely Companies' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $68K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEWYORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
| MORGAN STANLEY INSURANCE SERVICES I | — | NEWYORK, NY | BROKER/ADVISER | $0 | — |
