Original filing (PDF)20251010153705NAL0013434224001

MCKINSEY & COMPANY, INC.

Name: MCKINSEY & COMPANY, INC. — MCKINSEY & COMPANY, INC. (PSRP) PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: MCKINSEY & COMPANY, INC.

Form 5500

FILING_RECEIVED

MCKINSEY & COMPANY, INC. (PSRP) PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Signals · 4

36% in single holding73% employer stockCorrective distributions issued12 service providers

Active participants

14,729

Accounts w/ balance

34,826

Plan assets (EOY)

$9.8B

Net assets (EOY)

$9.8B

How this plan invests

This plan

1 pooled trust

Schedule D

359 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCKINSEY & COMPANY, INC..

Plan sponsor

Name

MCKINSEY & COMPANY, INC.

EIN

13-1826332

Address

175 GREENWICH STREET · THREE WORLD TRADE CENTER FL. 60-64 · NEW YORK, NY · 10007

Phone

(212) 446-7000

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

12 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALIGHT SOLUTIONS LLC	82-1061233	ST LOUIS, MO	NONE	$988K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

359 direct securities · 1 pooled fund· $19.3B(100% of reported assets)

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.

Master Trust

$9.7B

1 holding

Common Stock

$7.0B

163 holdings

Other securities

$2.5B

186 holdings

Cash / Money Market

$28.3M

5 holdings

Bonds / Notes

$20.2M

4 holdings

U.S. Treasuries

$2.0M

1 holding

					% of plan
MCKINSEY RETIREMENT TRUST MCKINSEY & COMPANY, INC. · EIN 13-1826332 / PN 017	Master Trust	—	—	$9.7B	98.9%
ZP OFFSHORE UTILITY FUND, LTD - CLASS A SERIES 1	Common Stock	—	$3.2B	$3.5B	35.8%
POLYMER ASIA (CAYMAN) FUND LTD CLASS C SERIES AH JAN 2022	Common Stock	—	$660.1M	$2.0B	20.0%
RESURGENS TECHNOLOGY PARTNERS III L.P.	Other securities	—	$327.0M	$593.4M	6.0%
BRIDGEWATER AIA LABS MACRO FUND (CIC) II LP - CLASS USD SERIES 4900-001	Other securities	—	$160.2M	$205.2M	2.1%
SAGE PARTNERS OFFSHORE FUND - CLASS X - SERIES 23 UNRESTRICTED SEPTEMBER 2021	Other securities	—	$149.8M	$149.8M	1.5%
PX3 PARTNERS CYBER LP	Other securities	—	$122.8M	$146.8M	1.5%
RAINIER PARTNERS FUND I, LP	Other securities	—	$97.1M	$119.3M	1.2%
BUCKLEY VENTURES IV, LP	Other securities	—	$93.7M	$101.1M	1.0%
RA CAPITAL HEALTHCARE INTERNATIONAL FUND LTD - LIQUID	Common Stock	—	$75.3M	$96.9M	1.0%
BREVAN HOWARD DIGITAL ASSET MULTI-STRATEGY FUND LTD CLASS B NR DI SERIES 7.5	Common Stock	—	$13.8M	$94.8M	1.0%
RED TREE VENTURE FUND, L.P.	Other securities	—	$68.7M	$83.5M	0.8%
QUANTUM ENERGY PARTNERS VIII, LP	Other securities	—	$52.5M	$72.8M	0.7%
RA CAPITAL HEALTHCARE INTERNATIONAL FUND LTD - ILLIQUID	Common Stock	—	$54.7M	$71.8M	0.7%
QUANTUM ENERGY PARTNERS VIII CO-INVESTMENT FUND, LP	Common Stock	—	$51.5M	$69.8M	0.7%
CARNOT FUND LTD. CLASS A1 - SERIES 17	Common Stock	—	—	$68.3M	0.7%
ZP OFFSHORE UTILITY FUND, LTD - CLASS A SERIES 0523	Common Stock	—	$124.1M	$67.4M	0.7%
QUANTIX COMMODITIES ALPHA II FUND LP	Other securities	—	$50.9M	$65.4M	0.7%
ROSCOMMON ANALYTICS (CAYMAN) FUND II LP CLASS A	Other securities	—	$56.5M	$60.8M	0.6%
MONOLITH SELECT STRATEGIES POWER FUND, LTD CL A INITIAL-14	Common Stock	—	$70.5M	$53.6M	0.5%
BREVAN HOWARD DIGITAL ASSET MULTI-STRATEGY FUND LTD CLASS B NR DI SERIES 23.2.522	Common Stock	—	$42.2M	$50.9M	0.5%
VERDANE CAPITAL XI	Other securities	—	$42.6M	$46.2M	0.5%
SSGA GLOBAL ALL CAP EQUITY EX-US INDX NL SF CL A	Common Stock	—	$42.6M	$46.2M	0.5%
CARNOT FUND LTD. CLASS L DEC 2023 - SERIES A1-4	Common Stock	—	$25.7M	$43.0M	0.4%
BUCKLEY VENTURES III, LP	Other securities	—	$39.3M	$41.5M	0.4%
QSEF TRUST A	Other securities	—	$30.9M	$39.7M	0.4%
BREVAN HOWARD DIGITAL ASSET MULTI-STRATEGY FUND LTD CLASS B NR DI SERIES 23.8.522	Common Stock	—	$27.2M	$37.9M	0.4%
WALLEYE OPPORTUNITIES FUND LTD CLASS A UNRESTRICTED/INITIAL SERIES	Common Stock	—	$27.8M	$35.7M	0.4%
SSGA TARGET RETIREMENT 2060 NL SF CLASS A	Other securities	—	$27.8M	$35.7M	0.4%
SSGA TARGET RETIREMENT 2035 NL SF CLASS A	Other securities	—	$27.0M	$35.4M	0.4%
VOLEON COMPOSITION INTERNATIONAL FUND, LTD. CLASS A-SERIES 11/2019	Common Stock	—	$27.0M	$35.4M	0.4%
PIMCO COMMODITY ALPHA FUND LTD CLASS A OFFSHORE SERIES 1	Common Stock	—	—	$31.6M	0.3%
ARISTEIA INTERNATIONAL LTD CLASS A-V-SERIES BENCHMARK	Common Stock	—	$20.9M	$30.9M	0.3%
REGENTS GATE CAPITAL FUND LIMITED CLASS A F1 SERIES E AUG 2024	Other securities	—	$25.5M	$29.9M	0.3%
CENTIVA OFFSHORE FUND, LTD SERIES M - UNRESTRICTED 0622 SERIES	Common Stock	—	$26.0M	$28.9M	0.3%
BJ ENERGY LLC	Other securities	—	—	$28.1M	0.3%
HONGSHAN CAPITAL II, L.P.	Common Stock	—	$22.7M	$27.2M	0.3%
BREVAN HOWARD DIGITAL ASSET MULTI-STRATEGY FUND LTD CLASS B NR DI SERIES 23.5.18	Common Stock	—	$17.7M	$26.6M	0.3%
ROC ASIA PACIFIC PRIVATE EQUITY FUND VI	Other securities	—	$23.6M	$25.1M	0.3%
CERBERUS INTERNATIONAL, LTD CLASS A - A/C 1018	Common Stock	—	$15.5M	$23.7M	0.2%
ATLAS ENHANCED FUND, LTD CLASS Y-C-1 - SERIES 04-23	Common Stock	—	$15.5M	$23.7M	0.2%
BREVAN HOWARD DIGITAL ASSET MULTI-STRATEGY FUND LTD CLASS B NR DI SERIES 8.5	Common Stock	—	$3.9M	$23.1M	0.2%
AMBERBROOK VI LLC	Other securities	—	$11.4M	$22.0M	0.2%
MONOLITH SELECT STRATEGIES POWER FUND LLC INVESTOR 0013_D	Other securities	—	$16.7M	$18.5M	0.2%
KHC PARTNERS FUND LP	Other securities	—	—	$18.1M	0.2%
SSGA TARGET RETIREMENT 2045 NL SF CLASS A	Other securities	—	$11.9M	$17.3M	0.2%
VOLORIDGE FUND, LTD. - CLASS B - INITIAL SERIES	Common Stock	—	$11.9M	$17.3M	0.2%
WESTONBIRT FUND LP CLASS A	Other securities	—	$8.8M	$16.8M	0.2%
STATE STREET INSTITUTIONAL U.S. GOVERNMENT MONEY MARKET FUND - PREMIER CLASS	Cash / Money Market	—	$8.8M	$16.8M	0.2%
PALM BEACH FINANCE PARTNERS LP	Other securities	—	$10.4M	$16.4M	0.2%

1–50 of 360

1 / 8

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

State Street / SPDR$219.6M PIMCO$71.5M BlackRock / iShares$10.6M Vanguard$3.2M Wells Fargo / Allspring$2.6M Franklin Templeton$666K

Name	EIN	Location	Relation	Direct comp	Indirect comp
MCKINSEY & COMPANY, INC.	13-1826332	NEW YORK, NY	SUBSIDIARY-REC DIRECT EX	$506K	—
MEKETA INVESTMENT GROUP	04-2659023	WESTWOOD, MA	NONE	$187K	—
BANK OF NY MELLON	13-5160382	NEW YORK, NY	NONE	$125K	—
XPS PENSION CONSULTING LTD	—	—	NONE	$83K	—
PROKAUER ROSE LLP	13-1840454	NEW YORK, NY	NONE	$63K	—
SC STONE CONSULTING	84-3456753	BREESE, IL	NONE	$39K	—
MERCER	13-2834414	—	NONE	$21K	—
JAMES FARRELL	—	NEW YORK, NY	NONE	$12K	—
TAMARA BIGALOW	—	NEW YORK, NY	NONE	$6K	—
PENSION BENEFIT INFORMATION, LLC	—	MINNEAPOLIS, MN	NONE	$5K	—

Service providers (Schedule C)

Investments

Fund families in this plan

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