Plan Sponsor signed McWhinney Real Estate Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McWhinney Real Estate Services, LLC's EIN is 84-1278230.
Download the official 2024 Form 5500 (PDF) for McWhinney Real Estate Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McWhinney Real Estate Services, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.8M | 96.7% |
