Maria Mason signed Macpherson Western Tool & Supply Co., Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Macpherson Western Tool & Supply Co., Inc.'s EIN is 94-1492715.
Download the official 2023 Form 5500 (PDF) for Macpherson Western Tool & Supply Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Macpherson Western Tool & Supply Co., Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 17.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 12.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 12.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $967K | 9.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $802K | 7.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $785K | 7.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $619K | 6.0% | |
| Principal Large Cap Growth Pooled separate accounts n/a | Pooled Separate Accounts | — | — | $619K | 6.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $594K | 5.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $340K | 3.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $242K | 2.4% | |
| Notes receivable from participants 36 loans - 4.25% to 9.5% n/a | Bonds / Notes | — | — | $216K | 2.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $125K | 1.2% | |
| Principal Core Fixed Income Pooled separate accounts n/a | Pooled Separate Accounts | — | — | $125K | 1.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $125K | 1.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $117K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $112K | 1.1% | |
| Principal Capital Appreciation Pooled separate accounts n/a | Pooled Separate Accounts | — | — | $105K | 1.0% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $105K | 1.0% | |
| Principal Small Cap Growth I Pooled separate accounts n/a | Pooled Separate Accounts | — | — | $99K | 1.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $99K | 1.0% | |
| Principal Lifetime Hybrid Income Collective trust fund n/a | Common Collective Trusts | — | — | $85K | 0.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $85K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $83K | 0.8% | |
| Vanguard FTSE Soc Idx Adm Fd Mutual fund n/a | Common Collective Trusts | — | — | $73K | 0.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $51K | 0.5% | |
| Morgan Stanley In Inc Por I Fund Mutual fund n/a | Common Stocks | — | — | $33K | 0.3% | |
| JP Morgan Emerging Markets Equity Mutual fund n/a | Other securities | — | — | $28K | 0.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $27K | 0.3% | |
| PRIN SPEC PREF CAP SEC INC PEM PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $26K | 0.3% | |
| Vanguard RE Index Adm Fund Mutual fund n/a 668 Hartford Schroders International Stock Mutual fund n/a | Mutual Funds | — | — | $26K | 0.2% | |
| T Rowe Price GL Stock I Fund Mutual fund n/a | Mutual Funds | — | — | $22K | 0.2% | |
| Vanguard Total Wld St Idx Adm Mutual fund n/a | Common Collective Trusts | — | — | $20K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $17K | 0.2% | |
| Principal Small Cap Value II Pooled separate accounts n/a | Pooled Separate Accounts | — | — | $13K | 0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $13K | 0.1% | |
| Vanguard Equity-Inc Adm Fund Mutual fund n/a | Mutual Funds | — | — | $12K | 0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $11K | 0.1% | |
| Pimco Emg Markets Bond Inst Fund Mutual fund n/a | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard MidCap Val Idx Adm Fd Mutual fund n/a | Common Collective Trusts | — | — | $8K | <0.1% | |
| Vanguard Hi-Yield Corp Adm Fund Mutual fund n/a | Mutual Funds | — | — | $7K | <0.1% | |
| PRIN HIGH INCOME SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Vanguard Dev Mkrts Index Adm Fd Mutual fund n/a | Mutual Funds | — | — | $5K | <0.1% | |
| DFA US Targeted Value I Fund Mutual fund n/a | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Mtrl Index Adm Fund Mutual fund n/a | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Western Asset Cr Pls Bd IS Fd Mutual fund n/a | Other securities | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $25 | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
