Sean Neal signed McGregor Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McGregor Company's EIN is 91-0314020.
Download the official 2024 Form 5500 (PDF) for McGregor Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McGregor Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $10.1M | $15.9M | 20.1% | |
| TRP RETIRE 2025 I | Other securities | — | $8.2M | $8.5M | 10.8% | |
| FID GROWTH CO K | Mutual Funds | — | $3.9M | $6.3M | 8.0% | |
| FID MID CAP STOCK K | Mutual Funds | — | $4.9M | $5.5M | 6.9% | |
| TRP RETIRE 2040 I | Other securities | — | $4.4M | $4.7M | 6.0% | |
| TRP RETIRE 2030 I | Other securities | — | $3.7M | $3.9M | 4.9% | |
| TRP RETIRE 2035 I | Other securities | — | $2.3M | $2.4M | 3.1% | |
| TRP RETIRE 2015 I | Other securities | — | $2.0M | $2.1M | 2.6% | |
| FID GOVT MMKT | Mutual Funds | — | $2.0M | $2.0M | 2.5% | |
| VANG TARGET RET 2040 | Other securities | — | $1.8M | $1.9M | 2.4% | |
| TRP RETIRE 2050 I | Other securities | — | $1.7M | $1.9M | 2.4% | |
| TRP RETIRE 2045 I | Other securities | — | $1.5M | $1.7M | 2.1% | |
| VANG TARGET RET 2045 | Other securities | — | $1.5M | $1.6M | 2.1% | |
| TRP RETIRE 2020 I | Other securities | — | $1.6M | $1.6M | 2.0% | |
| FID SM CAP IDX | Common Collective Trusts | — | $1.2M | $1.5M | 1.9% | |
| VANG TARGET RET 2065 | Other securities | — | $1.4M | $1.5M | 1.9% | |
| VANG TARGET RET 2060 | Other securities | — | $1.3M | $1.4M | 1.8% | |
| VANG TARGET RET 2035 | Other securities | — | $1.3M | $1.4M | 1.7% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $938K | $1.2M | 1.6% | |
| COMMON STOCK | Common Stocks | — | $781K | $1.2M | 1.5% | |
| VANG TARGET RET 2050 | Other securities | — | $1.0M | $1.2M | 1.5% | |
| VANG TARGET RET 2030 | Other securities | — | $1.1M | $1.1M | 1.4% | |
| VANG TARGET RET 2055 | Other securities | — | $987K | $1.1M | 1.4% | |
| VANG TARGET RET 2025 | Other securities | — | $985K | $974K | 1.2% | |
| TRP RETIRE 2005 I | Other securities | — | $860K | $886K | 1.1% | |
| TRP RETIRE 2055 I | Other securities | — | $662K | $707K | 0.9% | |
| VANG TARGET RET INC | Common Stocks | — | $604K | $601K | 0.8% | |
| PIF SMALL CAP R6 | Other securities | — | $492K | $574K | 0.7% | |
| FID US BOND IDX | Common Collective Trusts | — | $637K | $566K | 0.7% | |
| TRP RETIRE 2060 I | Other securities | — | $427K | $442K | 0.6% | |
| VANG TARGET RET 2020 | Other securities | — | $428K | $392K | 0.5% | |
| JPM EQUITY INCOME R6 | Other securities | — | $357K | $386K | 0.5% | |
| MIP CL 1 | Other securities | — | $368K | $368K | 0.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $346K | 0.4% | |
| TRP OVERSEAS STOCK I | Other securities | — | $323K | $340K | 0.4% | |
| COHEN & STEERS RLTY | Other securities | — | $290K | $288K | 0.4% | |
| CASH | Cash / Money Market | — | $195K | $195K | 0.2% | |
| EXTERNAL FUND | Other securities | — | $117K | $123K | 0.2% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $101K | 0.1% | |
| FID INTL INDEX | Mutual Funds | — | $85K | $88K | 0.1% | |
| AMG GW&K ESG BOND I | Other securities | — | $64K | $52K | <0.1% | |
| FIDELITY FUND | Mutual Funds | — | $16K | $16K | <0.1% | |
| NON INTEREST BEARING CASH | Cash / Money Market | — | — | $13K | <0.1% | |
| CERT. OF DEP. | Other securities | — | $5K | $5K | <0.1% | |
| TRP RETIRE 2010 I | Other securities | — | $366 | $377 | <0.1% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $40 | $33 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
