McGregor Metal Holdings LLC's EIN is 87-4103294.
Download the official 2024 Form 5500 (PDF) for McGregor Metal Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McGregor Metal Holdings 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWODD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSOLIDATED FINANCIAL MGMT GROUP L | 31-1612116 | DUBLIN, OH | INVESTMENT ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price 2020 Fund Mutual funds | Other securities | — | — | $1.7M | 15.0% | |
| Insurance Company * Key Guaranteed Interest Fund Fixed income account | Common Stocks | — | — | $1.3M | 11.3% | |
| T. Rowe Price Blue Chip Growth Mutual funds | Other securities | — | — | $1.3M | 11.0% | |
| Vanguard 500 Index Mutual funds | Common Collective Trusts | — | — | $878K | 7.7% | |
| Mfs Value Mutual funds | Mutual Funds | — | — | $622K | 5.5% | |
| Vanguard Mid Cap Index Fund Mutual funds | Common Collective Trusts | — | — | $592K | 5.2% | |
| Vanguard Developed Markets Index Mutual funds | Mutual Funds | — | — | $567K | 5.0% | |
| T. Rowe Price 2055 Fund Mutual funds | Other securities | — | — | $566K | 5.0% | |
| Vanguard Small Cap Index Mutual funds | Mutual Funds | — | — | $489K | 4.3% | |
| Mass Mutual and American Heritage Life insurance | Other securities | — | — | $473K | 4.2% | |
| Vanguard GNMA Mutual funds | Agency / Mortgage-Backed | — | — | $366K | 3.2% | |
| T. Rowe Price 2040 Fund Mutual funds | Other securities | — | — | $320K | 2.8% | |
| TCW Metwest Total Return Bond Mutual funds | Other securities | — | — | $289K | 2.5% | |
| Pimco Income Mutual funds | Mutual Funds | — | — | $284K | 2.5% | |
| Cohen & Steers Real Estate Securities Mutual funds | Other securities | — | — | $264K | 2.3% | |
| T. Rowe Price 2025 Fund Mutual funds | Other securities | — | — | $263K | 2.3% | |
| Notes receivable from participants interest rates ranging from 4.25% to 9.5% $ - | Bonds / Notes | — | — | $231K | 2.0% | |
| Pimco Int Bond (Usd-Hedged) Inst Mutual funds | U.S. Treasuries | — | — | $165K | 1.4% | |
| T. Rowe Price 2035 Fund Mutual funds | Other securities | — | — | $147K | 1.3% | |
| T. Rowe Price 2050 Fund Mutual funds | Other securities | — | — | $136K | 1.2% | |
| T. Rowe Price 2010 Fund Mutual funds | Other securities | — | — | $134K | 1.2% | |
| T. Rowe Price 2045 Fund Mutual funds | Other securities | — | — | $114K | 1.0% | |
| T. Rowe Price 2030 Fund Mutual funds | Other securities | — | — | $78K | 0.7% | |
| T. Rowe Price Balanced Mutual funds | Other securities | — | — | $59K | 0.5% | |
| Fidelity Emerging Markets Mutual funds | Mutual Funds | — | — | $39K | 0.3% | |
| T. Rowe Price 2015 Fund Mutual funds | Other securities | — | — | $20K | 0.2% | |
| T. Rowe Price Retirement 2065 Advisor Mutual funds | Other securities | — | — | $8K | <0.1% | |
| T. Rowe Price 2060 Fund Mutual funds | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | 31-0800053 | DAYTON, OH | CONTRACT ADMIN | $5K | — |
