Tammy Flowers signed McAngus Goudelock & Courie, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McAngus Goudelock & Courie, LLC's EIN is 57-1016548.
Download the official 2024 Form 5500 (PDF) for McAngus Goudelock & Courie, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McAngus Goudelock & Courie, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | TOWSON, MD | NONE | $154K | — |
| JANNEY MONTGOMERY SCOTT LLC | — | COLUMBIA, SC | NONE | $70K | — |
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 Funds American Balanced R4 Mutual fund -- | Mutual Funds | — | — | $10.2M | 9.2% | |
| Vanguard Total Stock Mkt Idx Adm Mutual fund -- | Common Collective Trusts | — | — | $9.2M | 8.3% | |
| Invesco Growth and Income Fund A Mutual fund -- | Mutual Funds | — | — | $8.1M | 7.3% | |
| American Funds Europacific Growth R4 Mutual fund -- | Mutual Funds | — | — | $7.0M | 6.3% | |
| Invesco Discovery Fund A Mutual fund -- | Mutual Funds | — | — | $5.5M | 4.9% | |
| First Eagle Global A Mutual fund -- | Other securities | — | — | $5.2M | 4.7% | |
| Ixix Loomis Sayles Core Plus Bond A Mutual fund -- | Other securities | — | — | $4.9M | 4.4% | |
| Allspring Special Mid Cap Value Fund R6 Mutual fund -- | Other securities | — | — | $4.8M | 4.3% | |
| Hartford MidCap A Mutual fund -- | Other securities | — | — | $4.1M | 3.7% | |
| Franklin Rising Dividends A Mutual fund -- | Mutual Funds | — | — | $4.0M | 3.6% | |
| Royce Small-Cap Total Return Fund Mutual fund -- | Other securities | — | — | $3.8M | 3.4% | |
| American Funds 2055 Target R4 Mutual fund -- | Mutual Funds | — | — | $3.1M | 2.8% | |
| American Capital World G&I-4 Mutual fund -- | Other securities | — | — | $2.9M | 2.6% | |
| Vanguard Total Bond Market Index Adm Mutual fund -- | Mutual Funds | — | — | $2.3M | 2.1% | |
| American 2040 Target Retirement R4 Mutual fund -- | Other securities | — | — | $2.3M | 2.0% | |
| American 2030 Target Retirement R4 Mutual fund -- | Other securities | — | — | $2.2M | 2.0% | |
| PGIM High Yield Cl A Mutual fund -- | Common Stocks | — | — | $2.2M | 1.9% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES,INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.9% | |
| American 2035 Target Retirement R4 Mutual fund -- | Other securities | — | — | $2.1M | 1.9% | |
| American 2045 Target Return R4 Mutual fund -- | Other securities | — | — | $2.0M | 1.8% | |
| PGIM Short-Term Corporate Bond A Mutual fund -- | Other securities | — | — | $1.9M | 1.7% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund -- | Mutual Funds | — | — | $1.8M | 1.7% | |
| American 2050 Target Return R4 Mutual fund -- | Other securities | — | — | $1.1M | 1.0% | |
| American Cap Inc Builder- R4 Mutual fund -- | Common Stocks | — | — | $942K | 0.8% | |
| American Funds New World R4 Mutual fund -- | Mutual Funds | — | — | $924K | 0.8% | |
| American 2025 Target Return R4 Mutual fund -- | Other securities | — | — | $845K | 0.8% | |
| Money Market Fund American Funds Money Market Money Market Fund -- | Mutual Funds | — | — | $836K | 0.8% | |
| Varying maturity dates and interest rates ranging from Notes receivable from participants * 5.25% - 10.50% -- | Bonds / Notes | — | — | $585K | 0.5% | |
| American 2020 Target Retirement R4 Mutual fund -- | Other securities | — | — | $358K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
