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Original filing (PDF)20251002130255NAL0000316627001
MC PAINTING
Form 5500
FILING_RECEIVED
MC PAINTING 401(K) PLAN
401(k) retirement plan
Active participants
271
Accounts w/ balance
242
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
20 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MC PAINTING.
Plan sponsor
Name
MC PAINTING
EIN
33-0890700
Address
504 JONES ROAD · OCEANSIDE, CA · 92058
Phone
(760) 599-8000
Industry
Constructionsee 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC-RPCP | 04-3046611 | — | INVESTMENT ADVISOR | $17K | — |
Investments
1 direct security · 20 pooled funds· $7.6M(99% 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
$7.3M
20 holdings
Uncategorized
$317K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 15.1% | |
| JH LIFETIME BLEND 2035 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 14.3% | |
| JH LIFETIME BLEND 2050 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $784K | 10.2% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $635K | 8.3% | |
| JH LIFETIME BLEND 2045 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $598K | 7.8% | |
| JH LIFETIME BLEND 2040 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $522K | 6.8% | |
| JH LIFETIME BLEND 2055 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $485K | 6.3% | |
| JH LIFETIME BLEND 2060 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $465K | 6.1% | |
| JANUS HENDERSON ENTERPRISE JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $351K | 4.6% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $331K | 4.3% | |
| Participant Loans Interest rates at (5.25%~10.50%) | — | — | — | $317K | 4.1% | |
| JH LIFETIME BLEND 2030 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $298K | 3.9% | |
| JH LIFETIME BLEND 2025 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $280K | 3.7% | |
| JH LIFETIME BLEND 2065 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $133K | 1.7% | |
| 500 INDEX FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 1.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| JH LIFETIME BLEND 2010 CIT JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| ALLSPRING CORE PLUS BOND FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% |
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