Back to filter
Original filing (PDF)20251015162549NAL0005120833001
MCR INVESTORS LLC
Form 5500
FILING_RECEIVED
MCR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,639
Accounts w/ balance
847
Plan assets (EOY)
$29.0M
Net assets (EOY)
$29.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCR INVESTORS LLC.
Plan sponsor
Name
MCR INVESTORS LLC
EIN
20-5345817
Address
3200 OLYMPUS BLVD · SUITE 400 · DALLAS, TX · 75019
Phone
(972) 366-7049
Industry
Accommodation & Food 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $90K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $36K | — |
| WINTRUST WEALTH MANAGEMENT | — | CHICAGO, IL | NONE | $30K | — |
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $9K | — |
Investments
25 direct securities· $27.0M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $5.0M | 17.1% | |
| BlackRock LifePath Index 2035 K BlackRock 0 | — | — | — | $3.2M | 10.9% | |
| BlackRock LifePath Index 2050 K BlackRock 0 | — | — | — | $2.5M | 8.7% | |
| BlackRock LifePath Index 2030 K BlackRock 0 | — | — | — | $2.4M | 8.4% | |
| BlackRock LifePath Index 2045 K BlackRock 0 | — | — | — | $2.4M | 8.1% | |
| BlackRock LifePath Index 2040 K BlackRock 0 | — | — | — | $2.2M | 7.4% | |
| BlackRock Lifepath Index Retire K BlackRock 0 | — | — | — | $2.1M | 7.2% | |
| BlackRock LifePath Index 2055 K BlackRock 0 | — | — | — | $1.3M | 4.4% | |
| BlackRock LifePath Index 2060 K BlackRock 0 | — | — | — | $691K | 2.4% | |
| JHancock Disciplined Value R6 John Hancock 0 | — | — | — | $682K | 2.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $662K | 2.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $604K | 2.1% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $601K | 2.1% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $525K | 1.8% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $413K | 1.4% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $356K | 1.2% | |
| ClearBridge Small Cap Growth IS Legg Mason 0 | — | — | — | $329K | 1.1% | |
| BlackRock LifePath Index 2065 K BlackRock 0 | — | — | — | $254K | 0.9% | |
| NYLI Winslow Large Cap Growth R6 NYLI Winslow 0 | — | — | — | $208K | 0.7% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $191K | 0.7% | |
| Cohen & Steers Global Realty Shares Z Cohen & Steers 0 | — | — | — | $184K | 0.6% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $133K | 0.5% | |
| Allspring Special Small Cap Value R6 Allspring 0 | — | — | — | $114K | 0.4% | |
| Invesco Developing Markets R6 Invesco 0 | — | — | — | $110K | 0.4% | |
| American Century Infl-Adj Bond R6 American Century 0 | — | — | — | $3K | <0.1% |