Audra Spann signed McCourt Equipment's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McCourt Equipment's EIN is 74-2913583.
Download the official 2024 Form 5500 (PDF) for McCourt Equipment from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McCourt Equipment's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $30K | — |
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $1.4M | 14.8% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $1.2M | 12.8% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $1.1M | 11.8% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $597K | 6.4% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $589K | 6.3% | |
| INVESCO EQUALLY-WEIGHTED S&P 500 RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 115 | Pooled Separate Account | — | — | $587K | 6.3% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $446K | 4.8% | |
| Participant Loans Interest rates ranging from 5.25% to -0- | Bonds / Notes | — | — | $405K | 4.3% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $397K | 4.3% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $368K | 3.9% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $315K | 3.4% | |
| Transamerica Life Insurance Company Inc. Transamerica Stable Value Core Option | Stable Value | — | — | $277K | 3.0% | |
| AMERICAN FUNDS FUNDMNTL INVST RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 843 | Pooled Separate Account | — | — | $277K | 3.0% | |
| JPMORGAN U.S. SM COMP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 884 | Pooled Separate Account | — | — | $268K | 2.9% | |
| LORD ABBETT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 121 | Pooled Separate Account | — | — | $186K | 2.0% | |
| AMERICAN FUNDS SMALLCAP WORLD RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 845 | Pooled Separate Account | — | — | $163K | 1.8% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $137K | 1.5% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $108K | 1.2% | |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $96K | 1.0% | |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 840 | Pooled Separate Account | — | — | $82K | 0.9% | |
| TRANSAMERICARETONTRK 2010 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $69K | 0.7% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 899 | Pooled Separate Account | — | — | $67K | 0.7% | |
| BLACKROCK HIGH YIELD PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $63K | 0.7% | |
| DFA GLOB EQT PORT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 722 | Pooled Separate Account | — | — | $52K | 0.6% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $22K | 0.2% | |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 090 | Pooled Separate Account | — | — | $20K | 0.2% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $20K | 0.2% | |
| AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $14K | 0.2% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $10K | 0.1% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $7K | <0.1% | |
| STATE STREET U.S. BD INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD D JONES & COMPANY |
| 43-0345811 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $27K |
| — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESMENT ADVISORY-PLAN | $2K | — |
