Back to filter
Original filing (PDF)20250811204706NAL0021508402001
MCLANE MIDDLETON, PROFESSIONAL ASSOCIATION
Form 5500
FILING_RECEIVED
MCLANE MIDDLETON 401(K) PLAN
401(k) retirement plan
Active participants
267
Accounts w/ balance
341
Plan assets (EOY)
$92.0M
Net assets (EOY)
$92.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCLANE MIDDLETON, PROFESSIONAL ASSOCIATION.
Plan sponsor
Name
MCLANE MIDDLETON, PROFESSIONAL ASSOCIATION
EIN
02-0325043
Address
PO BOX 326 · MANCHESTER, NH · 03105
Phone
(603) 625-6464
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Investments
29 direct securities · 1 pooled fund· $89.6M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$88.9M
29 holdings
Common Collective Trust
$632K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $16.0M | 17.4% | |
| Fidelity Contrafund K6 " | — | — | — | $12.9M | 14.1% | |
| Fidelity Freedom 2030 Fund K6 " | — | — | — | $6.4M | 7.0% | |
| Fidelity Freedom 2035 Fund K6 " | — | — | — | $5.4M | 5.9% | |
| Fidelity Freedom 2040 Fund K6 " | — | — | — | $5.3M | 5.8% | |
| BlackRock Total Return Fund K " | — | — | — | $4.1M | 4.4% | |
| Fidelity Government Money Market Fund K6 " | — | — | — | $3.8M | 4.2% | |
| T. Rowe Price Blue Chip Growth Fund I Mutual fund | — | — | — | $3.8M | 4.1% | |
| Neuberger Berman Genesis Fund R6 " | — | — | — | $3.3M | 3.6% | |
| Fidelity Diversified International Fund K6 " | — | — | — | $3.3M | 3.5% | |
| Fidelity US Bond Index Fund " | — | — | — | $2.6M | 2.8% | |
| Fidelity International Index Fund " | — | — | — | $2.5M | 2.7% | |
| Fidelity Freedom 2050 Fund K6 " | — | — | — | $2.5M | 2.7% | |
| Fidelity Extended Market Index Fund " | — | — | — | $2.3M | 2.5% | |
| MFS Value Fund R6 " | — | — | — | $1.8M | 1.9% | |
| Fidelity Freedom 2025 Fund K6 " | — | — | — | $1.7M | 1.9% | |
| Fidelity Freedom 2055 Fund K6 " | — | — | — | $1.7M | 1.8% | |
| Fidelity Freedom 2045 Fund K6 " | — | — | — | $1.3M | 1.5% | |
| JPMorgan MidCap Value Fund R6 " | — | — | — | $1.3M | 1.4% | |
| Vanguard Inflation-Protected Securities Fund Adm Shares " | — | — | — | $1.3M | 1.4% | |
| Baron Small Cap Fund R6 " | — | — | — | $1.2M | 1.3% | |
| T. Rowe Price International Discovery Fund I " | — | — | — | $1.1M | 1.2% | |
| Fidelity Freedom Income Fund K6 " | — | — | — | $1.1M | 1.2% | |
| Fidelity Freedom 2020 Fund K6 " | — | — | — | $930K | 1.0% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $632K | 0.7% | |
| Fidelity Freedom 2060 Fund K6 " | — | — | — | $379K | 0.4% | |
| Victory Sycamore Small Co Opportunities Fund R6 " | — | — | — | $371K | 0.4% | |
| MassMutual Mid Cap Growth Fund I " | — | — | — | $313K | 0.3% | |
| Fidelity Freedom 2010 Fund K6 " | — | — | — | $152K | 0.2% | |
| Fidelity Freedom 2065 Fund K6 " | — | — | — | $62K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Law Offices plans
AXLEY BRYNELSON, LLP
AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN
$92.0M · 114 participants
WITT/KIEFFER INC.
WITT/KIEFFER INC. SAVINGS & PROFIT SHARING PLAN & TRUST
$91.9M · 349 participants
FREEBORN & PETERS LLP
FREEBORN & PETERS RETIREMENT PLAN
$92.1M · 201 participants
RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION
RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN
$92.3M · 173 participants
DEBEVOISE & PLIMPTON LLP
PENSION PLAN OF DEBEVOISE & PLIMPTON LLP
$92.4M · 282 participants
LOWNDES, DROSDICK, DOSTER, KANTOR & REED, PA
LOWNDES, DROSDICK, DOSTER, KANTOR & REED, P.A. RETIREMENT PLAN
$91.5M · 171 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants