McAbee Construction, Inc.'s EIN is 63-0622649.
Download the official 2023 Form 5500 (PDF) for McAbee Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)McAbee Construction, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | BRAINERD, MN | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMISON MONEY FARMER | 63-0933119 | — | PLAN AUDITOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| McAbee Construction, Inc. 310,200 Shares | Common Stocks | — | $17.0M | $22.8M | 74.6% | |
| Vanguard Federal Money Market Fund 1,763,484 Shares | Mutual Funds | — | $1.8M | $1.8M | 5.8% | |
| Vanguard Target Retirement Fund 92,728 Shares | Mutual Funds | — | $1.3M | $1.3M | 4.2% | |
| Vanguard Total Bond Market Index Fund 100,744 Shares | Common Collective Trusts | — | $1.1M | $994K | 3.2% | |
| Vanguard Target Retirement 2035 Fund 26,576 Shares | Mutual Funds | — | $616K | $668K | 2.2% | |
| Vanguard Target Retirement 2055 Fund 6,784 Shares | Mutual Funds | — | $356K | $391K | 1.3% | |
| Vanguard 500 Index Fund 680 Shares | Common Collective Trusts | — | $266K | $362K | 1.2% | |
| Vanguard Target Retirement 2020 Fund 7,795 Shares | Mutual Funds | — | $210K | $229K | 0.7% | |
| Vanguard Target Retirement 2025 Fund 11,191 Shares | Mutual Funds | — | $214K | $229K | 0.7% | |
| Vanguard Developed Markets Index Fund 11,866 Shares | Common Collective Trusts | — | $185K | $201K | 0.7% | |
| Vanguard Target Retirement 2045 Fund 5,082 Shares | Mutual Funds | — | $141K | $157K | 0.5% | |
| Vanguard Target Retirement 2040 Fund 2,674 Shares | Mutual Funds | — | $113K | $120K | 0.4% | |
| Xtrackers USD High Yield Corporate Bond ETF 3,183 Shares | Other securities | — | $119K | $118K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund 2,122 Shares | Common Collective Trusts | — | $83K | $84K | 0.3% | |
| Vanguard Mid-Cap Index Fund 245 Shares | Common Collective Trusts | — | $68K | $80K | 0.3% | |
| Vanguard Small-Cap Index Fund 702 Shares | Common Collective Trusts | — | $70K | $80K | 0.3% | |
| Vanguard Emerging Market Bond Fund 2,434 Shares | U.S. Treasuries | — | $61K | $59K | 0.2% | |
| Fidelity Treasury Portfolio 22,376 Shares | Mutual Funds | — | $22K | $22K | <0.1% | |
| Fidelity Government Portfolio 20,441 Shares | Mutual Funds | — | $20K | $20K | <0.1% | |
| Cash held at Regions Bank | Cash / Money Market | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLAMETTE MANAGEMENT | 93-0577822 | — | VALUATION FIRM | $14K | — |
