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Original filing (PDF)20251015110752NAL0002298195001
MILES-MCCLELLAN CONSTRUCTION COMPANY, INC.
Form 5500
FILING_RECEIVED
MILES-MCCLELLAN CONSTRUCTION COMPANY, INC. 401(K) SALARY DEFERRAL PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
264
Accounts w/ balance
329
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILES-MCCLELLAN CONSTRUCTION COMPANY, INC..
Plan sponsor
Name
MILES-MCCLELLAN CONSTRUCTION COMPANY, INC.
EIN
31-0987415
Address
2100 BUILDERS PLACE · COLUMBUS, OH · 43204
Phone
(614) 487-7744
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2D · Offset of another plan
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $33K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON, SHANNON & SNOW, INC. | 31-0829879 | — | ACCOUNTANT/AUDITOR | $10K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities · 5 pooled funds· $16.2M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$15.1M
31 holdings
Common Collective Trust
$1.0M
5 holdings
Mutual Funds
$88K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | — | — | — | $2.1M | 12.8% | |
| Vanguard Growth Index Admiral | — | — | — | $1.9M | 11.4% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.1M | 6.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.1M | 6.8% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.0M | 6.1% | |
| Vanguard 500 Index Admiral | — | — | — | $962K | 5.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $960K | 5.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $838K | 5.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $817K | 4.9% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $764K | 4.6% | |
| Vanguard Balanced Index Admiral | — | — | — | $511K | 3.1% | |
| Vanguard Target Retirement 2050 | — | — | — | $499K | 3.0% | |
| Vanguard Total Stock Market Index Admiral | — | — | — | $466K | 2.8% | |
| Vanguard Target Retirement 2065 | — | — | — | $457K | 2.7% | |
| Fidelity Investments Fidelity Retirement Money Market Portfolio ** 14 JP Morgan JP Morgan US Equity R6 | — | — | — | $322K | 1.9% | |
| Fidelity Investments Fidelity International Index | — | — | — | $278K | 1.7% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $256K | 1.5% | |
| Vanguard Institutional Treasury Index Admiral | — | — | — | $226K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $187K | 1.1% | |
| Vanguard Small-Cap Growth Index Admiral | — | — | — | $173K | 1.0% | |
| Vanguard Small Cap Index | — | — | — | $151K | 0.9% | |
| Fidelity Investments Fidelity International Growth | — | — | — | $118K | 0.7% | |
| Vanguard Equity Income Admiral | — | — | — | $110K | 0.7% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $107K | 0.6% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $107K | 0.6% | |
| Great Gray Trust PGIM High Yield Bond R | — | — | — | $89K | 0.5% | |
| PGIM HI YLD BD CIT R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275331 / PN 001 | Common Collective Trust | — | — | $89K | 0.5% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $88K | 0.5% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $76K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral | — | — | — | $61K | 0.4% | |
| Vanguard Inflation-Protected Securities Admiral | — | — | — | $46K | 0.3% | |
| American Funds American New Perspective R6 | — | — | — | $33K | 0.2% | |
| Pimco Global Bond Opportunity | — | — | — | $21K | 0.1% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $19K | 0.1% | |
| Vanguard Target Retirement Income Fund ** 25 Vanguard Total Bond Market Index Admiral | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $4K | <0.1% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |
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