How big is Robert R McCormick Foundation's plan?

Robert R McCormick Foundation's plan reported $26.6M in assets and 148 participants for 2024.

Original filing (PDF)20251013122904NAL0001935376001

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 403(b) Plan

403(b) retirement plan · Robert R McCormick Foundation's Robert R. McCormick Foundations 403(b) Plan held $26.6M in plan assets for 148 participants in 2024, with Principal as recordkeeper.

Signals · 1

67% employer stock

Active participants

148

Accounts w/ balance

205

Plan assets (EOY)

$26.6M

Net assets (EOY)

$26.6M

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 334

Plan year 2024

ACK ID 20251013122904NAL0001935376001

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 ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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

31 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

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

ROBERT R MCCORMICK FOUNDATION

EIN

all filings

Address

205 N 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

334

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$7K	—

Investments

31 direct securities· $26.6M(100% of reported assets)

Common Stocks

$17.9M

18 holdings

Common Collective Trusts

$4.5M

3 holdings

Mutual Funds

$2.6M

5 holdings

Other securities

$1.4M

4 holdings

Participant loans

$278K

1 holding

					% of plan
T. Rowe Price Associates, Inc. T. ROWE PRICE DIV GRWTH I FD	Common Stocks	—	—	$5.8M	22.0%
Vanguard Group VANGUARD 500 INDEX ADMIRAL FD	Common Collective Trusts	—	—	$4.3M	16.4%
PIMCO INCOME INSTITUTIONAL FD	Mutual Funds	—	—	$2.1M	7.8%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2045 I FD	Common Stocks	—	—	$1.8M	6.7%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2035 I FD	Common Stocks	—	—	$1.6M	6.2%
JP Morgan Investment Mgmt Inc. JP MORGAN US VALUE R6 FUND	Common Stocks	—	—	$1.3M	4.8%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2040 I FD	Common Stocks	—	—	$1.1M	4.3%
Principal Life Insurance Company PRINCIPAL GUARANTEED OPTION	Common Stocks	—	—	$1.1M	4.2%
ClearBridge Investments CLEARBRIDGE INTL GRWTH I FD	Other securities	—	—	$1.1M	4.1%
T. Rowe Price Associates, Inc. T. ROWE PRICE BALANCED I FD	Common Stocks	—	—	$1.1M	4.0%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2050 I FD	Common Stocks	—	—	$1.0M	3.9%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2030 I FD	Common Stocks	—	—	$728K	2.7%
Capital Research and Mgmt Co AM FDS BD FD OF AM R6 FD	Common Stocks	—	—	$446K	1.7%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2055 I FD	Common Stocks	—	—	$444K	1.7%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2020 I FD	Common Stocks	—	—	$405K	1.5%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2060 I FD	Common Stocks	—	—	$385K	1.4%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2025 I FD	Common Stocks	—	—	$332K	1.2%
Participant loans Participant loans (interest rates ranging from 9% - 11%) -0-	Participant loans	—	—	$278K	1.0%
Vanguard Group VANGUARD MID CAP INDEX ADM FD	Mutual Funds	—	—	$195K	0.7%
Principal Global Investors PRINCIPAL BLUE CHIP R6 FUND	Other securities	—	—	$168K	0.6%
MFS Investment Management MFS MASS INV GROWTH STK R6 FD	Mutual Funds	—	—	$122K	0.5%
Vanguard Group VANGUARD SMALL CAP VALUE INDEX FD	Mutual Funds	—	—	$108K	0.4%
Vanguard Group VANGUARD TOTAL BOND MARKET INDEX FUND	Common Collective Trusts	—	—	$105K	0.4%
Neuberger Berman Mgmt. Inc. NEUB BERM SM CP GRTH INSTL FND	Common Stocks	—	—	$101K	0.4%
Capital Research and Mgmt Co AMERICAN FUNDS NEWPRSP R6 FND	Mutual Funds	—	—	$83K	0.3%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2065 I FD	Common Stocks	—	—	$83K	0.3%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2015 I FD	Common Stocks	—	—	$71K	0.3%
BlackRock Advisors, LLC BLACKROCK MD-CP GR EQ K FD	Other securities	—	—	$49K	0.2%
Vanguard Group VGD TTL INTL STK IDX ADM FD	Common Collective Trusts	—	—	$45K	0.2%
(E)	Other securities	—	$83K	$45K	0.2%
T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2010 I FD	Common Stocks	—	—	$14K	<0.1%