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Original filing (PDF)20251014103013NAL0003633200001
MCCHRYSTAL GROUP LLC
Form 5500
FILING_RECEIVED
MCCHRYSTAL GROUP LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
108
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCHRYSTAL GROUP LLC.
Plan sponsor
Name
MCCHRYSTAL GROUP LLC
EIN
27-3760619
Address
333 N FAIRFAX ST SUITE 100 · ALEXANDRIA, VA · 223142632
Phone
(571) 312-8637
Industry
All Other Professional Services· 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RYAN & WETMORE, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISORY | $54K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
Investments
25 direct securities· $13.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaratneed Option | — | — | — | $2.0M | 15.2% | |
| Fidleity US Bond Index Fund | — | — | — | $1.9M | 14.2% | |
| Fidelity 500 Index Fund | — | — | — | $1.5M | 11.7% | |
| Fidelity International Index Fund | — | — | — | $1.3M | 9.6% | |
| AB Large Cap Growth Z Fund | — | — | — | $1.2M | 8.9% | |
| Putnam Large Cap Value R6 Fund | — | — | — | $1.0M | 7.8% | |
| American Funds Target Date Retirement 2045 R6 Fund | — | — | — | $705K | 5.4% | |
| American Funds Target Date Retirement 2030 R6 Fund | — | — | — | $543K | 4.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $516K | 3.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $440K | 3.3% | |
| American Funds NewWorld R6 | — | — | — | $397K | 3.0% | |
| American Beacon Small Cap Value R6 | — | — | — | $260K | 2.0% | |
| Victory Integrity Mid Cap Value R6 | — | — | — | $256K | 1.9% | |
| Ameican Funds Target Date Retirement 2050 R6 Fund | — | — | — | $250K | 1.9% | |
| Invesco Discovery Mid Cap Growth Fund R6 | — | — | — | $241K | 1.8% | |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $192K | 1.5% | |
| Ameican Funds Target Date Retirement 2060 R6 Fund | — | — | — | $119K | 0.9% | |
| Notes receivable from participants | — | — | $0 | $67K | 0.5% | |
| T. Rowe Price Diversified Growth I Fund | — | — | — | $59K | 0.4% | |
| Allspring Core Plus Bond R6 | — | — | — | $56K | 0.4% | |
| Ameican Funds Target Date Retirement 2035 R6 Fund | — | — | — | $41K | 0.3% | |
| PGIM Jennison International Opp R6 Fund | — | — | — | $35K | 0.3% | |
| DFA International Value I Fund | — | — | — | $21K | 0.2% | |
| Ameican Funds Target Date Retirement 2010 R6 Fund | — | — | — | $12K | <0.1% | |
| Ameican Funds Target Date Retirement 2040 R6 Fund | — | — | — | $5K | <0.1% |
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