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Original filing (PDF)20251013123620NAL0000600739001
ROBERT R. MCCORMICK FOUNDATION
Form 5500
FILING_RECEIVED
ROBERT R. MCCORMICK FOUNDATIONS DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 1
27% in single holding
Active participants
99
Accounts w/ balance
135
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
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 (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Associates, Inc. T. ROWE PRICE DIV GRWTH I FD" is 27% of plan.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT R. MCCORMICK FOUNDATION.
Plan sponsor
Name
ROBERT R. MCCORMICK FOUNDATION
EIN
36-3689171
Address
205 NORTH MICHIGAN AVENUE · SUITE 4300 · CHICAGO, IL · 606015983
Phone
(312) 445-5000
Industry
Other Services (ex. Public Admin)see all
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
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. T. ROWE PRICE DIV GRWTH I FD | — | — | — | $5.0M | 27.4% | |
| Vanguard Group VANGUARD 500 INDEX ADMIRAL FD | — | — | — | $3.4M | 18.9% | |
| PIMCO INCOME INSTITUTIONAL FD | — | — | — | $1.5M | 8.0% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2040 I FD | — | — | — | $1.2M | 6.6% | |
| Principal Life Insurance Company PRINCIPAL GUARANTEED OPTION | — | — | — | $1.1M | 6.1% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2045 I FD | — | — | — | $924K | 5.1% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2050 I FD | — | — | — | $812K | 4.5% | |
| Vanguard Group VGD TTL INTL STK IDX ADM FD ** 802 ClearBridge Investments CLEARBRIDGE INTL GRWTH I FD | — | — | — | $651K | 3.6% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2055 I FD | — | — | — | $485K | 2.7% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2035 I FD | — | — | — | $467K | 2.6% | |
| JP Morgan Investment Mgmt Inc. JP MORGAN US VALUE R6 FUND | — | — | — | $457K | 2.5% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2025 I FD | — | — | — | $378K | 2.1% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE BALANCED I FD | — | — | — | $375K | 2.1% | |
| Capital Research and Mgmt Co AM FDS BD FD OF AM R6 FD | — | — | — | $268K | 1.5% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2020 I FD | — | — | — | $256K | 1.4% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2060 I FD | — | — | — | $217K | 1.2% | |
| Vanguard Group VANGUARD MID CAP INDEX ADM FD | — | — | — | $128K | 0.7% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2030 I FD | — | — | — | $126K | 0.7% | |
| Neuberger Berman Mgmt. Inc. NEUB BERM SM CP GRTH INSTL FND | — | — | — | $119K | 0.7% | |
| Vanguard Group VANGUARD TOTAL BOND MARKET INDEX FUND | — | — | — | $97K | 0.5% | |
| Principal Global Investors PRINCIPAL BLUE CHIP R6 FUND | — | — | — | $84K | 0.5% | |
| Capital Research and Mgmt Co AMERICAN FUNDS NEWPRSP R6 FND | — | — | — | $52K | 0.3% | |
| Vanguard Group VANGUARD SMALL CAP VALUE INDEX FD | — | — | — | $47K | 0.3% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2015 I FD | — | — | — | $30K | 0.2% | |
| (E) | — | — | $84K | $30K | 0.2% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2065 I FD | — | — | — | $19K | 0.1% | |
| BlackRock Advisors, LLC BLACKROCK MD-CP GR EQ K FD | — | — | — | $7K | <0.1% |
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