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Original filing (PDF)20251014122824NAL0001377267001
MCGOWAN & COMPANY, INC.
Form 5500
FILING_RECEIVED
MCGOWAN & COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
495
Accounts w/ balance
449
Plan assets (EOY)
$29.7M
Net assets (EOY)
$29.7M
How this plan invests
This plan
30 pooled trusts
Schedule D
51 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGOWAN & COMPANY, INC..
Plan sponsor
Name
MCGOWAN & COMPANY, INC.
EIN
34-0841381
Address
20595 LORAIN ROAD · FAIRVIEW PARK, OH · 44126
Phone
(800) 545-1538
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MALONEY+NOVOTNY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANTAGE FINANCIAL GROUP | — | CLEVELAND, OH | NONE | $53K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $43K | — |
Investments
26 direct securities · 30 pooled funds· $29.7M(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
$18.5M
26 holdings
Common Collective Trust
$11.3M
30 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $4.8M | 16.0% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $3.3M | 11.2% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.2M | 7.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.2M | 7.3% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.6M | 5.6% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.3M | 4.5% | |
| LARGE CAP GROWTH FUND III CL R1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.4% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | — | — | — | $949K | 3.2% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $884K | 3.0% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $779K | 2.6% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $692K | 2.3% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $669K | 2.3% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $659K | 2.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $642K | 2.2% | |
| LARGE CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $635K | 2.1% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $574K | 1.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $573K | 1.9% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $561K | 1.9% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $495K | 1.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $474K | 1.6% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $436K | 1.5% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $380K | 1.3% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $351K | 1.2% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $350K | 1.2% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $340K | 1.1% | |
| American Funds New World R6 American Funds 0 | — | — | — | $315K | 1.1% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $267K | 0.9% | |
| iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $238K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $231K | 0.8% | |
| Lord Abbett Bond Debenture R6 Lord Abbett 0 | — | — | — | $215K | 0.7% | |
| MID CAP VALUE II R1 GREAT GRAY TRUST · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $212K | 0.7% | |
| INTERNATIONAL STOCK R1 GREAT GRAY TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $179K | 0.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $177K | 0.6% | |
| SMALL CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $162K | 0.5% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $134K | 0.5% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $127K | 0.4% | |
| INTERNATIONAL EQUITY R1 GREAT GRAY TRUST · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $113K | 0.4% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $103K | 0.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $91K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $67K | 0.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $63K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $61K | 0.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $33K | 0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2065 R1 GREAT GRAY TRUST · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $17K | <0.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $12K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $12K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 GREAT GRAY TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $7K | <0.1% | |
| SMALL CAP VALUE FUND II R1 GREAT GRAY TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE GREAT GRAY TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX MODERATE 2065 R1 GREAT GRAY TRUST · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $2K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $2K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2065 R1 GREAT GRAY TRUST · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $317 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 GREAT GRAY TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 R1 GREAT GRAY TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |