How big is McMillan Pazdan Smith, LLC's plan?

McMillan Pazdan Smith, LLC's plan reported $32.0M in assets and 294 participants for 2024.

Original filing (PDF)20251015111711NAL0009284626001

McMillan Pazdan Smith, LLC

Name: McMillan Pazdan Smith, LLC — McMillan Pazdan Smith, Form 5500 (2024)
Creator: McMillan Pazdan Smith, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

McMillan Pazdan Smith, LLC 401(k) Plan

401(k) retirement plan · McMillan Pazdan Smith, LLC's McMillan Pazdan Smith, LLC 401(k) Plan held $32.0M in plan assets for 294 participants in 2024, with Empower as recordkeeper.

Active participants

294

Accounts w/ balance

369

Plan assets (EOY)

$32.0M

Net assets (EOY)

$32.0M

People on this filing

LISA Gagnon signed McMillan Pazdan Smith, LLC's 2024 Form 5500 as plan administrator.

LISA Gagnon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McMillan Pazdan Smith, LLC's EIN is 27-0813293.

EIN 27-0813293

Plan number 003

Plan year 2024

ACK ID 20251015111711NAL0009284626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McMillan Pazdan Smith, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McMillan Pazdan Smith, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCMILLAN PAZDAN SMITH, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

MCMILLAN PAZDAN SMITH, LLC

EIN

all filings

Address

400 AUGUSTA STREET SUITE 200 · GREENVILLE, SC · 29601

Phone

(864) 603-5291

Industry

Professional & Technical Services

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

2025-10-15

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

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$107K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$86K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

29 direct securities· $31.8M(99% of reported assets)

Other securities

$19.4M

19 holdings

Common Collective Trusts

$6.4M

1 holding

Mutual Funds

$5.9M

8 holdings

Bonds / Notes

$118K

1 holding

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	—	$6.4M	19.9%
iShares US Aggregate Bond Index K	Other securities	—	—	$3.4M	10.6%
BlackRock Lifepath Dynamic 2055 K	Other securities	—	—	$2.9M	9.2%
iShares MSCI Eafe International Index K	Other securities	—	—	$2.9M	9.1%
American Funds American Funds New World R6	Mutual Funds	—	—	$1.9M	5.9%
BlackRock Lifepath Dynamic 2045 K	Other securities	—	—	$1.8M	5.8%
BlackRock Lifepath Dynamic 2050 K	Other securities	—	—	$1.8M	5.7%
Fidelity Small Cap Index	Mutual Funds	—	—	$1.2M	3.6%
iShares Russell Mid-Cap Index K	Other securities	—	—	$1.1M	3.3%
Empower Guaranteed Interest Fund	Other securities	—	—	$957K	3.0%
American Century Investments American Century Inflation ADJ Bond R6	Other securities	—	—	$944K	3.0%
BlackRock Lifepath Dynamic 2060 K	Other securities	—	—	$913K	2.9%
Putnam Investments Large Cap Value R6	Mutual Funds	—	—	$772K	2.4%
AB Global AB Large Cap Growth Z	Other securities	—	—	$745K	2.3%
Pimco Income Instl	Mutual Funds	—	—	$698K	2.2%
Empower T. Rowe Price Mid Cap Gr Inst	Other securities	—	—	$641K	2.0%
Fidelity Total Bond K6	Mutual Funds	—	—	$580K	1.8%
MFS Global Real Estate R6	Mutual Funds	—	—	$523K	1.6%
Clearbridge International Growth IS	Other securities	—	—	$276K	0.9%
American Century American Century High Income R6	Other securities	—	—	$274K	0.9%
Franklin Templeton Investments Small Cap Value R6	Mutual Funds	—	—	$242K	0.8%
BlackRock Lifepath Dynamic 2040 K	Other securities	—	—	$242K	0.8%
BlackRock Lifepath Dynamic 2065 K	Other securities	—	—	$199K	0.6%
Notes receivable from participants 4.25% - 9.50%	Bonds / Notes	—	—	$118K	0.4%
Clearbridge Small Cap Growth IS	Other securities	—	—	$95K	0.3%
BlackRock Lifepath Dynamic 2035 K	Other securities	—	—	$61K	0.2%
Putnam Investments International Value R6	Mutual Funds	—	—	$23K	<0.1%
BlackRock Lifepath Dynamic 2030 K	Other securities	—	—	$17K	<0.1%
BlackRock Lifepath Dynamic Retirement K	Other securities	—	—	$4K	<0.1%