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Original filing (PDF)20251014135821NAL0002956241001
MACELREE HARVEY, LTD.
Form 5500
FILING_RECEIVED
MACELREE, HARVEY, LTD. 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
130
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACELREE HARVEY, LTD..
Plan sponsor
Name
MACELREE HARVEY, LTD.
EIN
23-2170546
Address
17 WEST MINER STREET · WEST CHESTER, PA · 19382
Phone
(610) 840-0252
Industry
Law Offices· 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $70K | — |
| BELFINT, LYONS & SHUMAN, P.A | 51-0232399 | — | NONE | $15K | — |
Investments
30 direct securities · 1 pooled fund· $24.3M(98% 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
$21.7M
30 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| " Total Stock Market Index - | — | — | — | $4.3M | 17.4% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 23-2712853 / PN 001 | Common Collective Trust | — | — | $2.6M | 10.4% | |
| JP Morgan Large-Cap Growth - | — | — | — | $1.8M | 7.4% | |
| " 500 Index - | — | — | — | $1.7M | 6.8% | |
| Blackrock Equity Dividend - | — | — | — | $1.6M | 6.3% | |
| " Mid-Cap Index - | — | — | — | $1.2M | 5.0% | |
| " Total International Stock Index - | — | — | — | $1.1M | 4.6% | |
| " Target Retirement 2035 - | — | — | — | $1.1M | 4.3% | |
| Baron Asset - | — | — | — | $844K | 3.4% | |
| " Target Retirement 2045 - | — | — | — | $716K | 2.9% | |
| " Target Retirement 2025 - | — | — | — | $689K | 2.8% | |
| " Target Retirement 2040 - | — | — | — | $681K | 2.7% | |
| " Small-Cap Index - | — | — | — | $656K | 2.6% | |
| " Target Retirement 2030 - | — | — | — | $639K | 2.6% | |
| American Funds New World R6 - | — | — | — | $621K | 2.5% | |
| " Target Retirement Income - | — | — | — | $570K | 2.3% | |
| MFS Research International R3 - | — | — | — | $568K | 2.3% | |
| " Target Retirement 2050 - | — | — | — | $518K | 2.1% | |
| " Target Retirement 2055 - | — | — | — | $411K | 1.7% | |
| Harbor Small-Cap Value - | — | — | — | $274K | 1.1% | |
| " Total Bond Market Index - | — | — | — | $258K | 1.0% | |
| " Short-Term Bond Index - | — | — | — | $252K | 1.0% | |
| T Rowe Price Mid-Cap Value - | — | — | — | $238K | 1.0% | |
| PGIM Total Return Bond - | — | — | — | $211K | 0.8% | |
| Vanguard Growth Index - | — | — | — | $196K | 0.8% | |
| " Target Retirement 2020 - | — | — | — | $188K | 0.8% | |
| " Target Retirement 2060 - | — | — | — | $80K | 0.3% | |
| MSIF International Opportunity - | — | — | — | $80K | 0.3% | |
| " REIT Index - | — | — | — | $80K | 0.3% | |
| PIMCO International Bond - | — | — | — | $74K | 0.3% | |
| Goldman Sachs Financial Square Treasury - | — | — | — | $2K | <0.1% |
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