Matthew Kinney signed MCNC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MCNC's EIN is 58-1406628.
Download the official 2023 Form 5500 (PDF) for MCNC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)MCNC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $553 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | — | SAN DIEGO, CA | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R4 | Mutual Funds | — | — | $3.3M | 11.9% | |
| T. Rowe Price 2040 Adv | Other securities | — | — | $2.8M | 10.2% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.1M | 7.4% | |
| American Funds American Balanced R4 | Mutual Funds | — | — | $1.9M | 6.9% | |
| T. Rowe Price 2030 Adv | Other securities | — | — | $1.8M | 6.6% | |
| Columbia Large Cap Value Advisor | Other securities | — | — | $1.3M | 4.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.2M | 4.5% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $1.2M | 4.2% | |
| American Funds Fundamental Invs R3 | Mutual Funds | — | — | $1.0M | 3.6% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $805K | 2.9% | |
| T. Rowe Price 2050 Adv | Other securities | — | — | $789K | 2.9% | |
| American Funds EuroPacific Gr R4 | Mutual Funds | — | — | $740K | 2.7% | |
| Alger Capital Appreciation A | Other securities | — | — | $650K | 2.4% | |
| MassMutual Mid Cap Growth Service | Other securities | — | — | $630K | 2.3% | |
| MassMutual Core Bond Svc | Other securities | — | — | $599K | 2.2% | |
| T. Rowe Price 2020 Adv | Other securities | — | — | $583K | 2.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $567K | 2.1% | |
| T. Rowe Price 2060 Adv | Other securities | — | — | $486K | 1.8% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $449K | 1.6% | |
| Invesco Comstock A | Mutual Funds | — | — | $416K | 1.5% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $405K | 1.5% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $385K | 1.4% | |
| American Funds Capital World G/I R4 | Mutual Funds | — | — | $370K | 1.3% | |
| Vanguard Extended Market Idx Adm | Common Collective Trusts | — | — | $363K | 1.3% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $355K | 1.3% | |
| MassMutual US Government Mny Mkt Fd | Other securities | — | — | $327K | 1.2% | |
| MassMutual Disciplined Growth Service | Other securities | — | — | $322K | 1.2% | |
| Columbia Small Cap Value II - A | Other securities | — | — | $235K | 0.9% | |
| Nuveen Real Estate Securities I | Mutual Funds | — | — | $223K | 0.8% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $190K | 0.7% | |
| Invesco Oppenheimer Int'l Growth Y | Mutual Funds | — | — | $171K | 0.6% | |
| Ivy Small Cap Growth Y | Other securities | — | — | $154K | 0.6% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $154K | 0.6% | |
| American Century Mid Cap Value Inv | Other securities | — | — | $124K | 0.4% | |
| American Funds Washington Mutual R4 | Mutual Funds | — | — | $119K | 0.4% | |
| MassMutual Overseas Svc | Other securities | — | — | $107K | 0.4% | |
| MassMutual Short Duration Bd Svc | Other securities | — | — | $100K | 0.4% | |
| T. Rowe Price 2010 Adv | Other securities | — | — | $78K | 0.3% | |
| Fidelity Advisor Strategic Income M | Mutual Funds | — | — | $75K | 0.3% | |
| T. Rowe Price Balanced Adv | Other securities | — | — | $54K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
