MONA Young signed McDermott Investments' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McDermott Investments' EIN is 74-1032246.
Download the official 2024 Form 5500 (PDF) for McDermott Investments from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McDermott Investments' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$375K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $175K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund − Inst. Premium Class (i) | Common Collective Trusts | — | — | $203.8M | 15.1% | |
| T. Rowe Price Large-Cap Growth Trust (i) | Other securities | — | — | $191.0M | 14.1% | |
| TRP LG CP GR TR C T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $191.0M | 14.1% | |
| VANG RET SVGS TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $132.3M | 9.8% | |
| Vanguard Retirement Savings Trust II (i) | Mutual Funds | — | — | $132.3M | 9.8% | |
| TRP NEW HORIZONS A T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 014 | Common Collective Trust | — | — | $91.7M | 6.8% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $67.5M | 5.0% | |
| Invesco Diversified Dividend Fund R5 Class (i) | Mutual Funds | — | — | $64.9M | 4.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $64.4M | 4.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $64.0M | 4.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $63.0M | 4.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $58.0M | 4.3% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $49.6M | 3.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $43.5M | 3.2% | |
| Fidelity Extended Market Index Fund − Inst. Premium Class (i) | Common Collective Trusts | — | — | $35.3M | 2.6% | |
| American Funds EuroPacific Growth Fund Class R-5E (i) | Mutual Funds | — | — | $34.5M | 2.5% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $31.5M | 2.3% | |
| WT SMALL CAP VALUE WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 022 | Common Collective Trust | — | — | $27.4M | 2.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $26.2M | 1.9% | |
| Fidelity Total International Index Fund − Inst. Premium Class (i) | Common Collective Trusts | — | — | $24.4M | 1.8% | |
| Fidelity Brokerage Link (i) | Self-Directed Brokerage | — | — | $24.1M | 1.8% | |
| Fidelity U.S. Bond Index Fund − Inst. Premium Class (i) | Common Collective Trusts | — | — | $18.1M | 1.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $16.8M | 1.2% | |
| Vanguard Inflation-Protected Securities Fund Institutional (i) | Mutual Funds | — | — | $8.4M | 0.6% | |
| Participant loans Varying maturities through 2034, bearing interest at 4.25% to 10.50%. -0- | Bonds / Notes | — | — | $6.3M | 0.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $4.1M | 0.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.1% | |
| Vanguard Federal Money Market (i) | Mutual Funds | — | — | $889K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERCER INVESTMENT LLC |
| 13-2834414 |
| — |
| CONSULTANT |
| $129K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALVETTI FERGUSON, P.C. | 13-4255527 | — | ACCOUNTANT/AUDITOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ESLER & VANDERSCHAAFF CO., L.P.A. | 31-1399107 | — | ATTORNEY/LEGAL | $33K | — |
