Danel Dillon signed Genuine McCarthy Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genuine McCarthy Enterprises, Inc.'s EIN is 85-1145093.
Download the official 2024 Form 5500 (PDF) for Genuine McCarthy Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genuine McCarthy Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $425K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISORY | $360K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA TARGET RET 2045 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $84.6M | 12.1% | |
| State Street S&P 500 Index Securities Lending Series Fund Class II | Common Collective Trusts | — | — | $83.5M | 11.9% | |
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $83.5M | 11.9% | |
| SSGA TARGET RET 2040 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $73.1M | 10.4% | |
| SSGA TARGET RET 2050 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $70.4M | 10.0% | |
| SSGA TARGET RET 2035 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $68.6M | 9.8% | |
| SSGA TARGET RET 2055 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $61.7M | 8.8% | |
| SSGA TARGET RET 2030 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $48.1M | 6.9% | |
| SSGA TARGET RET 2060 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $34.0M | 4.9% | |
| SSGA TARGET RET 2025 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $28.2M | 4.0% | |
| State Street Russell Small/MidCap Equity Index Fund Class II | Common Collective Trusts | — | — | $16.2M | 2.3% | |
| SSGA RUSS SM MD CP IDX CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $16.2M | 2.3% | |
| State Street Global All Cap Equity Ex-US Index Securities Lending Fund Class II | Other securities | — | — | $13.9M | 2.0% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $13.9M | 2.0% | |
| SSGA TARGET RET 2065 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $12.9M | 1.8% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $12.7M | 1.8% | |
| SSGA TARGET RET 2020 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $12.4M | 1.8% | |
| Collective Trust Funds Invesco Stable Value Trust Class B1 | Stable Value | — | — | $11.1M | 1.6% | |
| INVESCO STABLE VALUE TR CLS B1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $10.4M | 1.5% | |
| Notes Receivable From Participants - bearing interest at rates ranging from 5.25% to 10.50%, due at various dates through June 2030 | Bonds / Notes | — | — | $9.0M | 1.3% | |
| MERCER DIVERSIFIED BOND FUND MERCER TRUST CO · EIN 81-3188218 / PN 001 | Common Collective Trust | — | — | $8.6M | 1.2% | |
| MERCER SM/MD CAP STOCK FUND MERCER TRUST CO · EIN 81-3183567 / PN 001 | Common Collective Trust | — | — | $6.2M | 0.9% | |
| MERCER INTERNATIONAL STOCK FD MERCER TRUST CO · EIN 81-3158100 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.6% | |
| State Street Target Retirement Income Securities Lending Fund Class IV | Other securities | — | — | $2.3M | 0.3% | |
| SSGA TARGET RET INC SEC LND IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $2.3M | 0.3% | |
| SSGA REAL ASSET NL C FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $1.7M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
