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Original filing (PDF)20250910162132NAL0021321921001
MCHUGH ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
MCHUGH ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
146
Accounts w/ balance
196
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCHUGH ENTERPRISES, INC..
Plan sponsor
Name
MCHUGH ENTERPRISES, INC.
EIN
36-3363119
Address
1737 S MICHIGAN AVE · CHICAGO, IL · 60616
Phone
(312) 986-8000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PETER SHANNON & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $32K | — |
Investments
33 direct securities · 1 pooled fund· $34.0M(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
$31.2M
33 holdings
Common Collective Trust
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS | — | — | $2.8M | $5.5M | 17.5% | |
| PIONEER BOND FD CL Y GM MUTUAL FUNDS | — | — | $3.1M | $2.9M | 9.3% | |
| GALLIARD STABLE RETURN FUND CLASS C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.8M | 8.8% | |
| GALLIARD STABLE RETURN FUND C COMMON / COLLECTIVE TRUSTS | — | — | $2.4M | $2.6M | 8.2% | |
| INVESCO EQUALLY WEIGHTED CL Y MUTUAL FUNDS | — | — | $1.7M | $1.9M | 6.0% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $1.5M | $1.5M | 4.9% | |
| BLACKROCK EQ DIVIDEND I GM MUTUAL FUNDS | — | — | $1.5M | $1.5M | 4.6% | |
| BLACKROCK GLOBAL ALLOC I GM MUTUAL FUNDS | — | — | $1.5M | $1.4M | 4.5% | |
| FIDELITY INTRNTL INDX INSTL GM MUTUAL FUNDS | — | — | $1.3M | $1.4M | 4.3% | |
| FIDELITY INTRNTNL INDX INSTL MUTUAL FUNDS | — | — | $1.1M | $1.2M | 3.9% | |
| JP MORGAN LARGE CAP GRTH R6 GM MUTUAL FUNDS | — | — | $1.2M | $1.2M | 3.8% | |
| BLACKROCK EQ DIVIDEND I MUTUAL FUNDS | — | — | $1.2M | $1.1M | 3.6% | |
| JP MORGAN LARGE CAP GROWTH R6 MUTUAL FUNDS | — | — | $838K | $845K | 2.7% | |
| PRINCIPAL MIDCAP FUND CL R6 MUTUAL FUNDS | — | — | $692K | $828K | 2.6% | |
| PIONEER BOND FD CL Y MUTUAL FUNDS | — | — | $896K | $805K | 2.5% | |
| AMERICAN CENTURY SML CP VAL R6 MUTUAL FUNDS | — | — | $844K | $788K | 2.5% | |
| VICTORY SYCAMORE EST VAL I GM MUTUAL FUNDS | — | — | $715K | $767K | 2.4% | |
| VICTORY SYCAMORE EST VAL FD I MUTUAL FUNDS | — | — | $727K | $748K | 2.4% | |
| BLACKROCK GLOBAL ALLOC I MUTUAL FUNDS | — | — | $730K | $721K | 2.3% | |
| INVESCO DISCOVERY FUND R6 MUTUAL FUNDS | — | — | $795K | $681K | 2.2% | |
| PRINCIPAL MIDCAP FUND CL R6 GM MUTUAL FUNDS | — | — | $469K | $553K | 1.7% | |
| NYLI MACKAY HIGH YILD COR BD I MUTUAL FUNDS | — | — | $546K | $530K | 1.7% | |
| AMERICAN CENTURY SML CP R6 GM MUTUAL FUNDS | — | — | $411K | $396K | 1.2% | |
| AMERICAN FUNDS 2025 TARGET R6 MUTUAL FUNDS | — | — | $326K | $328K | 1.0% | |
| INVESCO DISCOVERY FUND R6 GM MUTUAL FUNDS | — | — | $237K | $227K | 0.7% | |
| GALLIARD STABLE RETURN FD C GM COMMON / COLLECTIVE TRUSTS | — | — | $179K | $192K | 0.6% | |
| ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS | — | — | $128K | $145K | 0.5% | |
| AMERICAN NEW WORLD FUND MUTUAL FUNDS | — | — | $119K | $123K | 0.4% | |
| LOAN FUND LOANS | — | — | $105K | $105K | 0.3% | |
| MACQUARIE SMALL CAP CORE FD R6 MUTUAL FUNDS | — | — | $93K | $105K | 0.3% | |
| AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS 11 AMERICAN FUNDS 2060 TARGET R6 MUTUAL FUNDS | — | — | $44K | $49K | 0.2% | |
| AMERICAN FUNDS 2035 TARGET R6 MUTUAL FUNDS | — | — | $9K | $9K | <0.1% | |
| AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS | — | — | $2K | $2K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $2K | $2K | <0.1% |
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