KRIS L Carswell signed McCreary Modern, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McCreary Modern, Inc.'s EIN is 56-1497443.
Download the official 2024 Form 5500 (PDF) for McCreary Modern, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McCreary Modern, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $75K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Century Growth Fund | Other securities | — | — | $8.4M | 19.4% | |
| NEW YORK LIFE INS CO ANCHOR ACCOUNT NEW YORK LIFE · EIN 13-5582869 / PN 125 | Common Collective Trust | — | — | $6.9M | 15.9% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $6.3M | 14.7% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $6.0M | 14.0% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $3.6M | 8.3% | |
| American Funds Europacific Fund | Mutual Funds | — | — | $3.4M | 7.9% | |
| Loomis Sayles Small Cap Growth Fund | Other securities | — | — | $2.1M | 4.9% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 3.4% | |
| MacQuarie Small Cap Value Fund | Other securities | — | — | $1.4M | 3.2% | |
| Vanguard Total Bond Market Index Fund ** 200 Fidelity International Index Fund ** 102 Vanguard Extended Market Index Fund ** 74 * Notes receivable from participants Interest rates of 4.25% to 9.5% | Common Collective Trusts | — | — | $1.1M | 2.6% | |
| MassMutual Mid Cap Growth Fund | Other securities | — | — | $1.0M | 2.4% | |
| JP Morgan Mid Cap Value Fund | Other securities | — | — | $949K | 2.2% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $454K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
