MONA Young signed McDermott Investments, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McDermott Investments, LLC's EIN is 74-1032246.
Download the official 2023 Form 5500 (PDF) for McDermott Investments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RET. INS. & ANNUITY CO. | 06-1050034 | — | NONE | $55K | — |
| MERCER | — | — | NONE | $38K | — |
| THE BANK OF NEW YORK MELL | — | — | NONE | $37K | — |
| CALVETTI FERGUSON | 13-4255527 | — | NONE | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CORE BOND / PGIM FUND PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 151 | Pooled Separate Account | — | $2.3M | $2.1M | 30.1% | |
| LARGE CAP VALUE/WELLINGTON PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 184 | Pooled Separate Account | — | $655K | $1.2M | 17.5% | |
| LARGE CAP GROWTH/AMCENT PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | $330K | $1.2M | 17.3% | |
| INTERNATIONAL BLEND/WELLINGTON PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | $635K | $934K | 13.1% | |
| SMALL CAP VALUE/KENNEDY CAPIT PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | $157K | $341K | 4.8% | |
| SMALL CAP GROWTH/TIMESSQUARE PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | $101K | $332K | 4.7% | |
| MID CAP VALUE/WELLINGTON PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | $134K | $307K | 4.3% | |
| MID CAP GROWTH/ARTISAN PARTNER PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | $91K | $301K | 4.2% | |
| Prudential Retirement Insurance and Annuity Company GDA | Common Stocks | — | $286K | $286K | 4.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
