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Original filing (PDF)20250926135459NAL0013874466001
MCCONNELL GOLF, LLC
Form 5500
FILING_RECEIVED
MCCONNELL GOLF 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
606
Accounts w/ balance
274
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 45% 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 MCCONNELL GOLF, LLC.
Plan sponsor
Name
MCCONNELL GOLF, LLC
EIN
20-8350566
Address
400 DONALD ROSS DR. · RALEIGH, NC · 27610
Phone
(919) 231-5501
Industry
Arts, Entertainment, Recreationsee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
THOMAS, JUDY, AND TUCKER, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QRPS, INC. | 56-1606387 | — | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
32 direct securities · 1 pooled fund· $27.3M(100% 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
$13.9M
32 holdings
Pooled Separate Account
$13.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $13.4M | 96.6% | |
| First Eagle Global R6 | — | — | — | $2.0M | 14.6% | |
| BlackRock Equity Dividend K | — | — | — | $2.0M | 14.2% | |
| MassMutual S&P 500 Index I | — | — | — | $1.2M | 8.9% | |
| PIMCO Total Return Institutional | — | — | — | $1.1M | 7.7% | |
| JPMorgan Equity Income R6 | — | — | — | $987K | 7.1% | |
| Columbia Small Cap Growth Institutional 3 | — | — | — | $774K | 5.6% | |
| American Funds Europacific Growth R6 | — | — | — | $597K | 4.3% | |
| BlackRock iShares U.S. Aggregate Bond Index K | — | — | — | $504K | 3.6% | |
| PIMCO StocksPLUS International Institutional | — | — | — | $486K | 3.5% | |
| MassMutual Blue Chip Growth I | — | — | — | $457K | 3.3% | |
| Columbia Select Mid Cap Value Institutional 3 | — | — | — | $431K | 3.1% | |
| PIMCO Diversified Income Institutional | — | — | — | $400K | 2.9% | |
| MassMutual Select T. Rowe Price Retirement 2050 I | — | — | — | $381K | 2.7% | |
| Hartford Core Equity R6 | — | — | — | $379K | 2.7% | |
| Talcott Fixed Account | — | — | — | $342K | 2.5% | |
| MassMutual Select T. Rowe Price Retirement 2040 I | — | — | — | $285K | 2.1% | |
| MassMutual Select T. Rowe Price Retirement 2045 I | — | — | — | $260K | 1.9% | |
| MassMutual Select T. Rowe Price Retirement 2030 I | — | — | — | $223K | 1.6% | |
| Empower S&P SmallCap 600 Index Instl | — | — | — | $188K | 1.4% | |
| MassMutual Overseas I | — | — | — | $159K | 1.1% | |
| MassMutual Select T. Rowe Price Retirement 2035 I | — | — | — | $156K | 1.1% | |
| Participant Loans** Interest Rates (4.25% - 9.50%) | — | — | — | $136K | 1.0% | |
| MassMutual Select T. Rowe Price Retirement 2060 I | — | — | — | $110K | 0.8% | |
| MassMutual Select T. Rowe Price Retirement 2025 I | — | — | — | $58K | 0.4% | |
| Clearbridge Mid Cap IS | — | — | — | $52K | 0.4% | |
| MassMutual Select T. Rowe Price Retirement 2055 I | — | — | — | $51K | 0.4% | |
| MassMutual Select T. Rowe Price Retirement 2015 I | — | — | — | $36K | 0.3% | |
| MassMutual Select T. Rowe Price Retirement 2020 I | — | — | — | $31K | 0.2% | |
| Invesco Balanced-Risk Commodity Strategy R6 | — | — | — | $27K | 0.2% | |
| DWS RREEF Real Estate Securities R6 | — | — | — | $26K | 0.2% | |
| Hartford Balanced Income R6 | — | — | — | $22K | 0.2% | |
| AllSpring Special Small Cap Value R6 | — | — | — | $10K | <0.1% |