Yuliya Jordan signed McKinley Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McKinley Management, LLC's EIN is 86-2241525.
Download the official 2024 Form 5500 (PDF) for McKinley Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McKinley Management, 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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWALLING & ASSOCIATES | 92-0138439 | — | ACCOUNTANT | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $4.6M | 24.4% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $2.8M | 14.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.4M | 7.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.3M | 6.8% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $1.1M | 5.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 5.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $860K | 4.5% | |
| MFS NEW DISCOVERY FUND R6 | Registered Investment Companies | — | — | $840K | 4.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $682K | 3.6% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $525K | 2.8% | |
| ROYCE SMALLCAP OPPORTUNITY INS | Registered Investment Companies | — | — | $517K | 2.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $480K | 2.5% | |
| DODGE&COX INTERNATIONAL STK X | Registered Investment Companies | — | — | $456K | 2.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $428K | 2.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $425K | 2.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $306K | 1.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $259K | 1.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $139K | 0.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $129K | 0.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $119K | 0.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $108K | 0.6% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $107K | 0.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $85K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $78K | 0.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $54K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $51K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $22K | 0.1% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $18K | <0.1% | |
| MCKINLEY CAP MNG LG CAP GR STATE STREET BANK & TRUST CO. · EIN 92-0155670 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MCKCAP US EQUITY INC STATE STREET BANK & TRUST CO. · EIN 92-0155670 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCKINLEY MANAGEMENT INC | 86-2241525 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
