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Original filing (PDF)20260208141933NAL0000187472001
MCCARL'S LLC
Form 5500
FILING_RECEIVED
MCCARL'S RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.7 moNo recordkeeper disclosed
Active participants
138
Accounts w/ balance
197
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCARL'S LLC.
Plan sponsor
Name
MCCARL'S LLC
EIN
25-0955049
Address
1413 NINTH AVENUE · BEAVER FALLS, PA · 150100191
Phone
(724) 843-5660
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HILL, BARTH & KING LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | — | NONE | $27K | — |
| NATIONWIDE | 31-1592130 | — | NONE | $3K | — |
| NATIONWIDE RETIREMENT PLANS | 31-1592130 | — | NONE | $495 | — |
| LPL FINANCIAL LLC | 95-2834236 | — | NONE | $0 | — |
| LPL FINANCIAL LLC | 95-2834236 | — | NONE | $0 | — |
Investments
43 direct securities· $12.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nw Inv Dest Mod Aggr R6 | — | — | — | $1.5M | 12.1% | |
| Vngrd Bal Indx Adml | — | — | — | $819K | 6.6% | |
| Fid 500 Indx | — | — | — | $707K | 5.7% | |
| Vngrd Trgt Rtrmt 2035 Inv | — | — | — | $675K | 5.4% | |
| Amfds Gr Fd Am R6 | — | — | — | $619K | 5.0% | |
| Nw Inv Dest Aggr R6 | — | — | — | $615K | 4.9% | |
| Nw Inv Dest Mod R6 | — | — | — | $573K | 4.6% | |
| Vngrd Trgt Rtrmt 2045 Inv | — | — | — | $556K | 4.5% | |
| Jnshndrsn Frty T | — | — | — | $504K | 4.0% | |
| Blkrk Glbl Alloc Inst | — | — | — | $494K | 4.0% | |
| Best Of America Fixed | — | — | — | $405K | 3.2% | |
| Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $380K | 3.0% | |
| Dfa Us Cor Eq I | — | — | — | $355K | 2.8% | |
| Vngrd Trgt Rtrmt 2040 Inv | — | — | — | $353K | 2.8% | |
| Vngrd Trgt Rtrmt 2055 Inv | — | — | — | $300K | 2.4% | |
| Nw Inv Dest Mod Cnsrv R6 | — | — | — | $276K | 2.2% | |
| Invsco Glbl Y | — | — | — | $270K | 2.2% | |
| Jpm Mdcap Val R6 | — | — | — | $263K | 2.1% | |
| Dfa Us Trgt Val Inst | — | — | — | $232K | 1.9% | |
| Vngrd Intl Gr Adml | — | — | — | $231K | 1.8% | |
| Vngrd Trgt Rtrmt 2065 Inv | — | — | — | $226K | 1.8% | |
| Vngrd Trgt Rtrmt 2030 Inv | — | — | — | $203K | 1.6% | |
| Dfa Us Smcap Inst | — | — | — | $185K | 1.5% | |
| Fed Hrms Gov Oblgtns Prmr | — | — | — | $160K | 1.3% | |
| Vngrd Mdcap Gr Indx Adml | — | — | — | $150K | 1.2% | |
| Vngrd Trgt Rtrmt 2025 Inv | — | — | — | $149K | 1.2% | |
| Nw Geneva Smcapgr Inst Svc | — | — | — | $145K | 1.2% | |
| Vngrd Ttl Intlstkindx Adml | — | — | — | $142K | 1.1% | |
| Invsco Comstk R5 | — | — | — | $133K | 1.1% | |
| Vngrd Trgt Rtrmt Inc | — | — | — | $128K | 1.0% | |
| Nw Mdcap Mkt Indx R6 | — | — | — | $116K | 0.9% | |
| Hartford Strat Inc R5 | — | — | — | $101K | 0.8% | |
| Vngrd Trgt Rtrmt 2060 Inv | — | — | — | $98K | 0.8% | |
| Pimco Ttl Rtn Inst | — | — | — | $82K | 0.7% | |
| Vngrd Trgt Rtrmt 2020 Inv | — | — | — | $76K | 0.6% | |
| Vngrd Val Indx Adml | — | — | — | $74K | 0.6% | |
| Notes receivable from participants | — | — | — | $73K | 0.6% | |
| Nw Inv Dest Cnsrv R6 | — | — | — | $38K | 0.3% | |
| Dfa Glbl Eq Inst | — | — | — | $16K | 0.1% | |
| Vngrd Intl Val Inv | — | — | — | $14K | 0.1% | |
| Macquarie Small Cp Value Institutional | — | — | — | $11K | <0.1% | |
| Janus Henderson Devl Wld Bd Fund Cl N | — | — | — | $10K | <0.1% | |
| Vngrd St Fed Adml | — | — | — | $199 | <0.1% |