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Original filing (PDF)20251015201415NAL0002852803001
MCMORGAN INFRASTRUCTURE
Form 5500
FILING_RECEIVED
MCMORGAN INFRASTRUCTURE FUND I, LP
Employee benefit plan
Signals · 2
~90 bps in Sched C fees10 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$968.0M
Net assets (EOY)
$965.5M
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 90 bps in Schedule C fees — 1404% above peer band of 6 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCMORGAN INFRASTRUCTURE.
Plan sponsor
Name
MCMORGAN INFRASTRUCTURE
EIN
22-3456789
Address
33 NEW MONTGOMERY STREET · SUITE 2000 · SAN FRANCISCO, CA · 94105
Phone
(800) 562-6674
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
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCMORGAN & CO. LLC | 52-2334338 | — | INVESTMENT MANAGER | $2.6M | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OMERS | — | — | NONE | $3.0M | — |
| GRANDFUND INVESTMENT GROUP LLC | 20-3782752 | — | NONE | $1.6M | — |
| STATE STREET BANK & TRUST | — | BOSTON, MA | NONE | $576K | — |
| PWC LLP | 13-4008324 | — | NONE | $438K | — |
| KPMG | — | LOS ANGELES, CA | NONE | $391K | — |
| VALIDUS | — | — | NONE | $102K | — |
| LOCKTON INVOICE | — | KANSAS CITY, MO | NONE | $31K | — |
| MAPLES | — | — | NONE | $13K | — |
| PEI MEDIA LTD | — | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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