Max B Hicks signed McClelland Consulting Engineers Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McClelland Consulting Engineers Inc.'s EIN is 71-0414415.
Download the official 2024 Form 5500 (PDF) for McClelland Consulting Engineers Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McClelland Consulting Engineers Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | OVERLAND PARK, KS | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAGAN NEWKIRK FINANCIAL SERVICES | 71-0562078 | LITTLE ROCK, AR | FINANCIAL ADVISOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fiduciary Investment Trust Balanced Fund Collective trust | Common Collective Trusts | — | — | $3.5M | 27.9% | |
| Fiduciary Investment Trust Conservative Fund Collective trust 369 Fiduciary Investment Trust Growth Fund Collective trust | Common Collective Trusts | — | — | $3.1M | 24.9% | |
| Fiduciary Investment Trust Aggressive Fund Collective trust | Common Collective Trusts | — | — | $3.1M | 24.7% | |
| Fiduciary Investment Trust Moderate Conservative Fund Collective trust | Common Collective Trusts | — | — | $855K | 6.9% | |
| JP Morgan Large Cap Growth Fund Mutual fund | Other securities | — | — | $400K | 3.2% | |
| Comerica Large Cap Equity Index Fund Collective trust | Common Collective Trusts | — | — | $364K | 2.9% | |
| JP Morgan Mid Cap Growth Fund Mutual fund | Other securities | — | — | $288K | 2.3% | |
| Vanguard Equity-Income Fund Mutual fund | Mutual Funds | — | — | $131K | 1.1% | |
| Vanguard Mid Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $116K | 0.9% | |
| Fidelity Advisor International Growth Fund Mutual fund | Mutual Funds | — | — | $110K | 0.9% | |
| American Century Small Cap Growth Fund Mutual fund | Other securities | — | — | $103K | 0.8% | |
| Participant loans Interest rates range from 5.25% to 10.50% | Bonds / Notes | — | — | $98K | 0.8% | |
| Comerica Medium Cap Index Fund Collective trust | Common Collective Trusts | — | — | $76K | 0.6% | |
| Vanguard Treasury Money Market Fund Mutual fund | Mutual Funds | — | — | $74K | 0.6% | |
| Comerica Small Cap Index Fund Collective trust | Common Collective Trusts | — | — | $59K | 0.5% | |
| Vanguard Short-Term Investment-Grade Fund Mutual fund | Mutual Funds | — | — | $36K | 0.3% | |
| PGIM Total Return Bond Fund Mutual fund | Other securities | — | — | $33K | 0.3% | |
| iShares MSCI EAFE International Index Fund Mutual fund | Common Collective Trusts | — | — | $20K | 0.2% | |
| Vanguard Small Cap Value Fund Mutual fund | Mutual Funds | — | — | $16K | 0.1% | |
| Janus Henderson Global Equity Income Fund Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| Blackrock Strategic Global Bond Fund Mutual fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
