Carmen Covey signed McNally Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McNally Industries, LLC's EIN is 81-2978162.
Download the official 2024 Form 5500 (PDF) for McNally Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McNally Industries, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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 | Common Collective Trusts | — | — | $1.1M | 13.5% | |
| MFS Growth Fund | Mutual Funds | — | — | $804K | 10.2% | |
| SSGA TARGET RETIREMENT 2035 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $543K | 6.9% | |
| SSGA TARGET RETIREMENT 2040 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $490K | 6.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $476K | 6.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $462K | 5.9% | |
| SSGA TARGET RETIREMENT 2030 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $432K | 5.5% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $388K | 4.9% | |
| SSGA TARGET RETIREMENT 2050 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $299K | 3.8% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $282K | 3.6% | |
| SSGA TARGET RETIREMENT 2025 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $266K | 3.4% | |
| SSGA TARGET RETIREMENT 2060 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $258K | 3.3% | |
| SSGA TARGET RETIREMENT 2045 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $247K | 3.1% | |
| SSGA TARGET RETIREMENT 2020 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $227K | 2.9% | |
| Nuveen Real Estate Securities Fund | Mutual Funds | — | — | $224K | 2.9% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $223K | 2.8% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $171K | 2.2% | |
| Principal Equity Income Fund | Other securities | — | — | $163K | 2.1% | |
| American Beacon Small Fund | Other securities | — | — | $160K | 2.0% | |
| SSGA TARGET RETIREMENT 2055 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $153K | 1.9% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $118K | 1.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $91K | 1.2% | |
| SSGA TARGET RETIREMENT INCOME NL FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $86K | 1.1% | |
| PIMCO Income Adm Fund | Mutual Funds | — | — | $84K | 1.1% | |
| JPMorgan Mid Cap Value Fund | Other securities | — | — | $72K | 0.9% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $39K | 0.5% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $33K | 0.4% | |
| SSGA TARGET RETIREMENT 2065 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $20K |
| — |
