How big is McNational, Inc.'s plan?

McNational, Inc.'s plan reported $21.8M in assets and 757 participants for 2024.

Original filing (PDF)20251015173222NAL0002814755001

McNational, Inc.

Name: McNational, Inc. — McNational 401(k) Plan, Form 5500 (2024)
Creator: McNational, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

McNational 401(k) Plan

401(k) retirement plan · McNational, Inc.'s McNational 401(k) Plan held $21.8M in plan assets for 757 participants in 2024.

Signals · 4

Late participant contributions25% in single holding30% employer stockNo recordkeeper disclosed

Active participants

757

Accounts w/ balance

733

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

People on this filing

Darlene Ropelewski signed McNational, Inc.'s 2024 Form 5500 as plan administrator.

Darlene Ropelewski — 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

McNational, Inc.'s EIN is 31-1235314.

EIN 31-1235314

Plan number 001

Plan year 2024

ACK ID 20251015173222NAL0002814755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McNational, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

32 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

MCNATIONAL, INC.

EIN

all filings

Address

PO BOX 534 · SOUTH POINT, OH · 456800534

Phone

(740) 377-4391

Industry

Construction

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

2025-10-15

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA INSURANCE AND ANNUITY CO	71-0294708	—	INVESTMENT ADVISORY	$14K	—
MORNINGSTAR INVESTMENT MANAGEMENT	36-3297908	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

32 direct securities · 1 pooled fund· $37.6M(100% 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.

Pooled Separate Account

$15.8M

1 holding

Mutual Funds

$12.3M

20 holdings

Common Stocks

$6.6M

7 holdings

Common Collective Trusts

$2.3M

3 holdings

Bonds / Notes

$498K

1 holding

Cash / Money Market

$119K

1 holding

					% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$15.8M	72.5%
Voya Ret. Ins. and Annuity Co. Voya Fixed Account -	Common Stocks	—	—	$5.5M	25.2%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2030 Fnd Inv -	Mutual Funds	—	—	$1.6M	7.4%
Voya Ret. Ins. and Annuity Co. Vanguard 500 Index Fund Adm -	Common Collective Trusts	—	—	$1.5M	7.0%
Voya Ret. Ins. and Annuity Co. MFS Growth Fund R6 -	Mutual Funds	—	—	$1.4M	6.5%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2035 Fnd Inv -	Mutual Funds	—	—	$1.4M	6.2%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2025 Fnd Inv -	Mutual Funds	—	—	$1.3M	6.0%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2050 Fnd Inv -	Mutual Funds	—	—	$898K	4.1%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2040 Fnd Inv -	Mutual Funds	—	—	$726K	3.3%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2045 Fnd Inv -	Mutual Funds	—	—	$716K	3.3%
Voya Ret. Ins. and Annuity Co. American Funds EuroPacific R6 -	Mutual Funds	—	—	$676K	3.1%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2055 Fnd Inv -	Mutual Funds	—	—	$588K	2.7%
Participant Loans Participant Loans - 4.25% to 9.50% -	Bonds / Notes	—	—	$498K	2.3%
Voya Ret. Ins. and Annuity Co. American Funds Am Balancd R6 -	Mutual Funds	—	—	$478K	2.2%
Voya Ret. Ins. and Annuity Co. Voya Intermediate Bond Fund R6 -	Common Stocks	—	—	$425K	1.9%
Voya Ret. Ins. and Annuity Co. American Funds Wash Mtual R6 -	Mutual Funds	—	—	$420K	1.9%
Voya Ret. Ins. and Annuity Co. Amer Bcn Stephens Md-Cap Grw Fd Inst -	Common Stocks	—	—	$410K	1.9%
Voya Ret. Ins. and Annuity Co. Vanguard Mid-Cap Index Fund Adm -	Common Collective Trusts	—	—	$408K	1.9%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2020 Fnd Inv -	Mutual Funds	—	—	$381K	1.7%
Voya Ret. Ins. and Annuity Co. Vanguard Small-Cap Index Fund Adm -	Common Collective Trusts	—	—	$346K	1.6%
Voya Ret. Ins. and Annuity Co. PIMCO Real Return Fund Inst -	Mutual Funds	—	—	$309K	1.4%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2060 Fnd Inv -	Mutual Funds	—	—	$301K	1.4%
Voya Ret. Ins. and Annuity Co. Franklin Small-Cap Value Fund R6 -	Mutual Funds	—	—	$300K	1.4%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire Income Fnd Inv -	Mutual Funds	—	—	$271K	1.2%
Voya Ret. Ins. and Annuity Co. American Funds New World R6 -	Mutual Funds	—	—	$209K	1.0%
Voya Ret. Ins. and Annuity Co. DFA Real Estate Secs Port Ins -	Mutual Funds	—	—	$179K	0.8%
Voya Ret. Ins. and Annuity Co. PGIM High Yield Fund R6 -	Common Stocks	—	—	$143K	0.7%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2065 Fnd Inv -	Mutual Funds	—	—	$137K	0.6%
Voya Ret. Ins. and Annuity Co. Voya Money Mkt Fnd A (Holding Acct) -	Cash / Money Market	—	—	$119K	0.5%
Voya Ret. Ins. and Annuity Co. Amer Cent Mid Cap Value Fund R6 -	Common Stocks	—	—	$69K	0.3%
Voya Ret. Ins. and Annuity Co. ClrBrg Small-Cap Grwth Fnd IS -	Common Stocks	—	—	$43K	0.2%
Voya Ret. Ins. and Annuity Co. Vanguard Trgt Retire 2070 Fnd Inv -	Mutual Funds	—	—	$10K	<0.1%
Voya Ret. Ins. and Annuity Co. Pioneer Strategic Income Fund K -	Common Stocks	—	—	$3K	<0.1%