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Original filing (PDF)20250728075703NAL0003918530001
INTERSTATE-MCBEE, LLC
Form 5500
FILING_RECEIVED
INTERSTATE-MCBEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
297
Accounts w/ balance
353
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERSTATE-MCBEE, LLC.
Plan sponsor
Name
INTERSTATE-MCBEE, LLC
EIN
34-1922271
Address
4901 LAKESIDE AVE. E · CLEVELAND, OH · 441143931
Phone
(218) 881-0015
Industry
Manufacturingsee 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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | ADVISORY | $57K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $39K | — |
Investments
23 direct securities · 1 pooled fund· $25.9M(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
$23.8M
23 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Stable Value Account Guaranteed Investment Contract N/A | — | — | — | $4.1M | 15.7% | |
| Vanguard 500 Index Admiral Class Mutual Fund N/A | — | — | — | $2.9M | 11.4% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $2.1M | 8.0% | |
| Fidelity Total Bond K6 Mutual Fund N/A | — | — | — | $1.9M | 7.5% | |
| JP Morgan Smart Retirement 2050 Class R6 Mutual Fund N/A | — | — | — | $1.8M | 7.1% | |
| JP Morgan Smart Retirement 2030 Class R6 Mutual Fund N/A | — | — | — | $1.6M | 6.0% | |
| MFS Value Class R6 Mutual Fund N/A | — | — | — | $1.6M | 6.0% | |
| American Funds Europacific Growth Class R6 Mutual Fund N/A | — | — | — | $1.4M | 5.4% | |
| JP Morgan Smart Retirement 2040 Class R6 Mutual Fund N/A | — | — | — | $1.4M | 5.3% | |
| JP Morgan Smart Retirement 2035 Class R6 Mutual Fund N/A | — | — | — | $1.3M | 5.2% | |
| JP Morgan Smart Retirement 2045 Class R6 Mutual Fund N/A | — | — | — | $923K | 3.6% | |
| JP Morgan Smart Retirement 2060 Class R6 Mutual Fund N/A | — | — | — | $860K | 3.3% | |
| JP Morgan Smart Retirement 2025 Class R6 Mutual Fund N/A | — | — | — | $827K | 3.2% | |
| American Century Mid Cap Value R6 Class Mutual Fund N/A | — | — | — | $548K | 2.1% | |
| Mass Mutual Select Mid Cap Growth Class I Mutual Fund N/A | — | — | — | $543K | 2.1% | |
| Principal Small Cap Growth I Class R6 Mutual Fund N/A | — | — | — | $421K | 1.6% | |
| Participant loans (Interest at 4.25% to 9.50%) N/A | — | — | — | $366K | 1.4% | |
| Principal Smallcap Value Li Class R6 Mutual Fund N/A | — | — | — | $356K | 1.4% | |
| JP Morgan Smart Retirement Income Class R6 Mutual Fund N/A | — | — | — | $340K | 1.3% | |
| Vanguard Extended Market Index Admiral Shares Mutual Fund N/A | — | — | — | $331K | 1.3% | |
| JP Morgan Smart Retirement 2055 Class R6 Mutual Fund N/A | — | — | — | $126K | 0.5% | |
| Vanguard Total Bond Market Index Admiral Shares Mutual Fund N/A | — | — | — | $95K | 0.4% | |
| JP Morgan Smart Retirement 2020 Class R6 Mutual Fund N/A | — | — | — | $58K | 0.2% | |
| Vanguard Total International Stock Index Admiral Shares Mutual Fund N/A | — | — | — | $25K | <0.1% |