Diana Borova signed McDonald Carano LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McDonald Carano LLP's EIN is 88-0074283.
Download the official 2024 Form 5500 (PDF) for McDonald Carano LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McDonald Carano LLP'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $38K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $440 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual Fund N/A | Mutual Funds | — | — | $8.7M | 13.3% | |
| Self Directed Brokerage Accounts Various Investments N/A | Self-Directed Brokerage | — | — | $7.0M | 10.7% | |
| Vanguard Target Retirement 2030 Mutual Fund N/A | Mutual Funds | — | — | $5.4M | 8.3% | |
| Fidelity Total Market Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $4.7M | 7.2% | |
| MFS Growth Fund Class R6 Mutual Fund N/A | Mutual Funds | — | — | $4.0M | 6.2% | |
| Dodge & Cox Stock Fund Mutual Fund N/A | Mutual Funds | — | — | $3.7M | 5.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANYPRINCIPAL GLOBAL INVESTORS TRU · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.1% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $3.3M | 5.0% | |
| Dodge & Cox Income Fund Class X Mutual Fund N/A | Mutual Funds | — | — | $3.0M | 4.6% | |
| Vanguard Target Retirement 2045 Mutual Fund N/A | Mutual Funds | — | — | $2.2M | 3.4% | |
| Vanguard Target Retirement 2040 Mutual Fund N/A | Mutual Funds | — | — | $2.1M | 3.3% | |
| Vanguard Target Retirement 2020 Mutual Fund N/A | Mutual Funds | — | — | $1.9M | 2.8% | |
| JANUS HENDERSON ENTERPRISE I Registered Investment Company | Mutual Funds | — | — | $1.7M | 2.5% | |
| Vanguard Small-Cap Growth Index Admiral Shares Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 1.9% | |
| Vanguard Target Retirement 2025 Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 1.8% | |
| Europacific Growth R6 Mutual Fund N/A | Other securities | — | — | $1.1M | 1.6% | |
| Vanguard Target Retirement 2055 Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 1.6% | |
| PGIM High Yield Fund - Class R6 Mutual Fund N/A | Other securities | — | — | $1.0M | 1.6% | |
| Vanguard Target Retirement 2050 Mutual Fund N/A | Mutual Funds | — | — | $984K | 1.5% | |
| COHEN & STEERS REAL EST SEC I Registered Investment Company | Common Stocks | — | — | $976K | 1.5% | |
| Vanguard Mid-Cap Index Admiral Shares Mutual Fund N/A | Mutual Funds | — | — | $954K | 1.5% | |
| Dodge & Cox International Stock Fund Mutual Fund N/A | Mutual Funds | — | — | $835K | 1.3% | |
| Vanguard Target Retirement Income Mutual Fund N/A | Mutual Funds | — | — | $734K | 1.1% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund N/A | Mutual Funds | — | — | $468K | 0.7% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $284K | 0.4% | |
| American Century Inflation-Adjusted Bond Mutual Fund N/A | Common Stocks | — | — | $262K | 0.4% | |
| Wasatch Core Growth Institutional Class Shares Mutual Fund N/A | Other securities | — | — | $213K | 0.3% | |
| Vanguard Target Retirement 2060 Mutual Fund N/A | Mutual Funds | — | — | $184K | 0.3% | |
| Notes receivable from participants Maturing 2025 - 2047 at interest rates of 3.25% - 9.50% - | Bonds / Notes | — | — | $182K | 0.3% | |
| PARTICIPANT LOANS (3.25% - 9.50%) | Bonds / Notes | — | — | $182K | 0.3% | |
| Fidelity International Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $102K | 0.2% | |
| Fidelity US Bond Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $93K | 0.1% | |
| American Funds New World Fund Class R-6 Mutual Fund N/A | Mutual Funds | — | — | $74K | 0.1% | |
| FIDELITY EMERG MARKETS IDX Registered Investment Company | Common Collective Trusts | — | — | $41K | <0.1% | |
| Victory Sycamore Small Company Opportunity Fund R6 Mutual Fund N/A | Common Stocks | — | — | $21K | <0.1% | |
| Metropolitan West Total Return Bond Portfolio Mutual Fund N/A | Common Stocks | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2065 Mutual Fund N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% |
