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Original filing (PDF)20251013122904NAL0001935376001
ROBERT R MCCORMICK FOUNDATION
Form 5500
FILING_RECEIVED
ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
148
Accounts w/ balance
205
Plan assets (EOY)
$26.6M
Net assets (EOY)
$26.6M
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 (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 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 N 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
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)
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 | $7K | — |
Investments
31 direct securities· $26.6M(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 | — | — | — | $5.8M | 22.0% | |
| Vanguard Group VANGUARD 500 INDEX ADMIRAL FD | — | — | — | $4.3M | 16.4% | |
| PIMCO INCOME INSTITUTIONAL FD | — | — | — | $2.1M | 7.8% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2045 I FD | — | — | — | $1.8M | 6.7% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2035 I FD | — | — | — | $1.6M | 6.2% | |
| JP Morgan Investment Mgmt Inc. JP MORGAN US VALUE R6 FUND | — | — | — | $1.3M | 4.8% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2040 I FD | — | — | — | $1.1M | 4.3% | |
| Principal Life Insurance Company PRINCIPAL GUARANTEED OPTION | — | — | — | $1.1M | 4.2% | |
| ClearBridge Investments CLEARBRIDGE INTL GRWTH I FD | — | — | — | $1.1M | 4.1% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE BALANCED I FD | — | — | — | $1.1M | 4.0% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2050 I FD | — | — | — | $1.0M | 3.9% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2030 I FD | — | — | — | $728K | 2.7% | |
| Capital Research and Mgmt Co AM FDS BD FD OF AM R6 FD | — | — | — | $446K | 1.7% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2055 I FD | — | — | — | $444K | 1.7% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2020 I FD | — | — | — | $405K | 1.5% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2060 I FD | — | — | — | $385K | 1.4% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2025 I FD | — | — | — | $332K | 1.2% | |
| Participant loans Participant loans (interest rates ranging from 9% - 11%) -0- | — | — | — | $278K | 1.0% | |
| Vanguard Group VANGUARD MID CAP INDEX ADM FD | — | — | — | $195K | 0.7% | |
| Principal Global Investors PRINCIPAL BLUE CHIP R6 FUND | — | — | — | $168K | 0.6% | |
| MFS Investment Management MFS MASS INV GROWTH STK R6 FD | — | — | — | $122K | 0.5% | |
| Vanguard Group VANGUARD SMALL CAP VALUE INDEX FD | — | — | — | $108K | 0.4% | |
| Vanguard Group VANGUARD TOTAL BOND MARKET INDEX FUND | — | — | — | $105K | 0.4% | |
| Neuberger Berman Mgmt. Inc. NEUB BERM SM CP GRTH INSTL FND | — | — | — | $101K | 0.4% | |
| Capital Research and Mgmt Co AMERICAN FUNDS NEWPRSP R6 FND | — | — | — | $83K | 0.3% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2065 I FD | — | — | — | $83K | 0.3% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2015 I FD | — | — | — | $71K | 0.3% | |
| BlackRock Advisors, LLC BLACKROCK MD-CP GR EQ K FD | — | — | — | $49K | 0.2% | |
| Vanguard Group VGD TTL INTL STK IDX ADM FD | — | — | — | $45K | 0.2% | |
| (E) | — | — | $83K | $45K | 0.2% | |
| T. Rowe Price Associates, Inc. T. ROWE PRICE RTMT I 2010 I FD | — | — | — | $14K | <0.1% |
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