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Original filing (PDF)20251006145756NAL0006750944001
MCCI, LLC
Form 5500
FILING_RECEIVED
MCCI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
173
Accounts w/ balance
181
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCI, LLC.
Plan sponsor
Name
MCCI, LLC
EIN
33-1069550
Address
3717 APALACHEE PKWY STE 201 · TALLAHASSEE, FL · 32311
Phone
(850) 701-0725
Industry
Information / Tech / Mediasee 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
2025-10-06
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LANIGAN & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | NONE | $11K | — |
| PENSION CORPORATION OF AMERICA | 31-1360674 | — | NONE | $10K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
23 direct securities · 1 pooled fund· $7.4M(100% 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
$7.1M
23 holdings
Common Collective Trust
$296K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VG Target Retirement 2035 37,257.429 Shares | — | — | — | $893K | 12.6% | |
| VG Growth Index Fund 3,866.613 Shares | — | — | — | $817K | 11.5% | |
| VG Windsor II Admiral Shares 5,426.968 Shares | — | — | — | $426K | 6.0% | |
| VG Target Retirement 2040 9,806.082 Shares | — | — | — | $424K | 6.0% | |
| VG Total Bond Mkt Index Adm 43,062.158 Shares | — | — | — | $408K | 5.7% | |
| VG Developed Markets Index 25,798.940 Shares | — | — | — | $396K | 5.6% | |
| MFS Midcap Growth CL R6 12,407.814 Shares | — | — | — | $390K | 5.5% | |
| VG Mid-Cap Value Index Admiral 4,245.022 Shares | — | — | — | $356K | 5.0% | |
| PIMCO GNMA and Govt Securities 34,863.173 Shares | — | — | — | $320K | 4.5% | |
| VG 500 Index F 581.107 Shares | — | — | — | $315K | 4.4% | |
| VG Target Retirement 2050 6,190.009 Shares | — | — | — | $309K | 4.3% | |
| Conestoga Small Cap 3,749.788 Shares | — | — | — | $298K | 4.2% | |
| MetLife GAC Series 2053 CL 1,466.600 Shares | — | — | — | $296K | 4.2% | |
| RELIANCE STABLE VALUE SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $296K | 4.2% | |
| American Funds New World R5 3,518.388 Shares | — | — | — | $272K | 3.8% | |
| VG Target Retirement 2055 4,847.446 Shares | — | — | — | $270K | 3.8% | |
| VG Small Cap Value Index Admiral 2,472.478 Shares | — | — | — | $211K | 3.0% | |
| VG Target Retirement 2045 5,964.322 Shares | — | — | — | $177K | 2.5% | |
| VG Target Retirement 2030 4,611.203 Shares | — | — | — | $175K | 2.5% | |
| VG Target Retirement 2060 2,688.118 Shares | — | — | — | $138K | 1.9% | |
| VG Target Retirement 2025 3,404.384 Shares | — | — | — | $64K | 0.9% | |
| VG Target Retirement 2020 1,889.218 Shares | — | — | — | $50K | 0.7% | |
| PGIM Total Return 3,853.985 Shares | — | — | — | $46K | 0.6% | |
| T Rowe Price US Eqty Research I 228.629 Shares | — | — | — | $13K | 0.2% |
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