Carl Swick signed McArthur Next, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McArthur Next, LLC's EIN is 85-0774145.
Download the official 2024 Form 5500 (PDF) for McArthur Next, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McArthur Next, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $133K | 31.4% | |
| Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $77K | 18.1% | |
| Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $51K | 12.0% | |
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $41K | 9.6% | |
| Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $35K | 8.4% | |
| Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $32K | 7.6% | |
| Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $17K | 4.0% | |
| Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $13K | 3.1% | |
| Schwab S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $8K | 2.0% | |
| Maturity: 2025 - 2029 - 0 - | Other securities | — | — | $7K | 1.7% | |
| Vanguard Target Retirement 2065 Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $4K | 1.0% | |
| Franklin Small Cap Value Fund Class R6 Mutual Fund ** 37 American Funds Balanced R6 Mutual Fund ** 19 American New Perspective Fund Class R6 Mutual Fund | Mutual Funds | — | — | $3K | 0.6% | |
| Baird Mid Cap Growth Fund Institutional Class Mutual Fund ** 38 Treasury Obligations Fund Mutual Fund ** 54 Invesco Developing Markets Fund Class R6 Mutual Fund ** 19 MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual Fund | Mutual Funds | — | — | $3K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
