How big is Robert R. McCormick Foundation's plan?

Robert R. McCormick Foundation's plan reported $18.2M in assets and 99 participants for 2024.

Original filing (PDF)20251013123620NAL0000600739001

Robert R. McCormick Foundation

Name: Robert R. McCormick Foundation — Robert R. McCormick, Form 5500 (2024)
Creator: Robert R. McCormick Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Robert R. McCormick Foundations Defined Contribution Plan

Defined-contribution retirement plan · Robert R. McCormick Foundation's Robert R. McCormick Foundations Defined Contribution Plan held $18.2M in plan assets for 99 participants in 2024, with Principal as recordkeeper.

Signals · 2

27% in single holding67% employer stock

Active participants

Accounts w/ balance

135

Plan assets (EOY)

$18.2M

Net assets (EOY)

$18.2M

People on this filing

Ernetta Roper signed Robert R. McCormick Foundation's 2024 Form 5500 as plan administrator.

Ernetta Roper — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert R. McCormick Foundation's EIN is 36-3689171.

EIN 36-3689171

Plan number 333

Plan year 2024

ACK ID 20251013123620NAL0000600739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert R. McCormick Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert R. McCormick Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT R. MCCORMICK FOUNDATION.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (85th percentile).

Plan sponsor

Name

ROBERT R. MCCORMICK FOUNDATION

EIN

all filings

Address

205 NORTH MICHIGAN AVENUE · SUITE 4300 · CHICAGO, IL · 606015983

Phone

(312) 445-5000

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$17K	—

Investments

27 direct securities· $18.2M(100% of reported assets)

Common Stocks

$12.2M

17 holdings

Common Collective Trusts

$4.2M

3 holdings

Mutual Funds

$1.7M

4 holdings

Other securities

$121K

3 holdings

					% of plan
T. Rowe Price Associates, Inc. T. ROWE PRICE DIV GRWTH I FD	Common Stocks	—	—	$5.0M	27.4%
Vanguard Group VANGUARD 500 INDEX ADMIRAL FD	Common Collective Trusts	—	—	$3.4M	18.9%
PIMCO INCOME INSTITUTIONAL FD	Mutual Funds	—	—	$1.5M	8.0%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2040 I FD	Common Stocks	—	—	$1.2M	6.6%
Principal Life Insurance Company PRINCIPAL GUARANTEED OPTION	Common Stocks	—	—	$1.1M	6.1%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2045 I FD	Common Stocks	—	—	$924K	5.1%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2050 I FD	Common Stocks	—	—	$812K	4.5%
Vanguard Group VGD TTL INTL STK IDX ADM FD ** 802 ClearBridge Investments CLEARBRIDGE INTL GRWTH I FD	Common Collective Trusts	—	—	$651K	3.6%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2055 I FD	Common Stocks	—	—	$485K	2.7%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2035 I FD	Common Stocks	—	—	$467K	2.6%
JP Morgan Investment Mgmt Inc. JP MORGAN US VALUE R6 FUND	Common Stocks	—	—	$457K	2.5%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2025 I FD	Common Stocks	—	—	$378K	2.1%
T. Rowe Price Associates, Inc. T. ROWE PRICE BALANCED I FD	Common Stocks	—	—	$375K	2.1%
Capital Research and Mgmt Co AM FDS BD FD OF AM R6 FD	Common Stocks	—	—	$268K	1.5%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2020 I FD	Common Stocks	—	—	$256K	1.4%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2060 I FD	Common Stocks	—	—	$217K	1.2%
Vanguard Group VANGUARD MID CAP INDEX ADM FD	Mutual Funds	—	—	$128K	0.7%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2030 I FD	Common Stocks	—	—	$126K	0.7%
Neuberger Berman Mgmt. Inc. NEUB BERM SM CP GRTH INSTL FND	Common Stocks	—	—	$119K	0.7%
Vanguard Group VANGUARD TOTAL BOND MARKET INDEX FUND	Common Collective Trusts	—	—	$97K	0.5%
Principal Global Investors PRINCIPAL BLUE CHIP R6 FUND	Other securities	—	—	$84K	0.5%
Capital Research and Mgmt Co AMERICAN FUNDS NEWPRSP R6 FND	Mutual Funds	—	—	$52K	0.3%
Vanguard Group VANGUARD SMALL CAP VALUE INDEX FD	Mutual Funds	—	—	$47K	0.3%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2015 I FD	Common Stocks	—	—	$30K	0.2%
(E)	Other securities	—	$84K	$30K	0.2%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2065 I FD	Common Stocks	—	—	$19K	0.1%
BlackRock Advisors, LLC BLACKROCK MD-CP GR EQ K FD	Other securities	—	—	$7K	<0.1%