Leslie McMahon signed McGee Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McGee Holdings, LLC's EIN is 84-1979113.
Download the official 2024 Form 5500 (PDF) for McGee Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McGee Holdings, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $644K | 17.3% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $644K | 17.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $384K | 10.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $323K | 8.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $183K | 4.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $141K | 3.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $136K | 3.6% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $126K | 3.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $121K | 3.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $105K | 2.8% | |
| WESTERN ASSET CORE BD I | Registered Investment Companies | — | — | $103K | 2.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $98K | 2.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $94K | 2.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $88K | 2.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $88K | 2.4% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $72K | 1.9% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $65K | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $59K | 1.6% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $43K | 1.2% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $40K | 1.1% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $36K | 1.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $34K | 0.9% | |
| VAN TARGET RETIRE 2025 2 REGISTERED INVESTMENT COMPANY VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $19K | 0.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $18K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
