Krista Kirk-Swindle signed McDonald Gardens LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McDonald Gardens LLC's EIN is 82-1638851.
Download the official 2024 Form 5500 (PDF) for McDonald Gardens LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McDonald Gardens LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $716K | 27.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $557K | 21.1% | |
| BNYM GLOBAL EQUITY INC FD I | Registered Investment Companies | — | — | $143K | 5.4% | |
| LORD ABBETT SHORT DUR INC R6 970 REGISTERED INVESTMENT COMPANY JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $131K | 4.9% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $130K | 4.9% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $126K | 4.8% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $106K | 4.0% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $97K | 3.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $94K | 3.6% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $74K | 2.8% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $72K | 2.7% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $65K | 2.5% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $61K | 2.3% | |
| VICTORY SMALL CO OPPORTUNITY I | Registered Investment Companies | — | — | $40K | 1.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $35K | 1.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $28K | 1.0% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $27K | 1.0% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $24K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL 597 REGISTERED INVESTMENT COMPANY PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $24K | 0.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $22K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $21K | 0.8% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $12K | 0.5% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $12K | 0.4% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $6K | 0.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $6K | 0.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $3K | 0.1% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $3K | 0.1% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $6K |
| — |
