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Original filing (PDF)20251006100410NAL0001975923001
MECUM AUCTIONS, INC.
Form 5500
FILING_RECEIVED
MECUM AUCTIONS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
184
Accounts w/ balance
185
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
9 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 97% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MECUM AUCTIONS, INC..
Plan sponsor
Name
MECUM AUCTIONS, INC.
EIN
36-3953731
Address
445 S. MAIN ST. · WALWORTH, WI · 53184
Phone
(262) 275-5050
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $37K | — |
| GALLAGHER BENEFIT SERVICES INC | — | CLEVELAND, OH | NONE | $29K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | NONE | $7K | — |
| PREMIER RETIREMENT PARTNERS | 83-1239374 | — | NONE | $4K | — |
Investments
24 direct securities · 9 pooled funds· $13.2M(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.
Common Collective Trust
$8.5M
9 holdings
Uncategorized
$4.7M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $2.1M | 15.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.4M | 10.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.1M | 8.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.0M | 7.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.0M | 7.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $869K | 6.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $848K | 6.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $775K | 5.9% | |
| JPMorgan Large Cap Growth Mutual Fund | — | — | — | $519K | 3.9% | |
| Empower Intl Index Fund Mutual Fund | — | — | — | $357K | 2.7% | |
| MFS Technology Mutual Fund | — | — | — | $329K | 2.5% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $277K | 2.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $244K | 1.8% | |
| Notes Receivable from Participants Interest Rates - | — | — | — | $206K | 1.6% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $200K | 1.5% | |
| Pimco Income Institutional Fund Mutual Fund | — | — | — | $198K | 1.5% | |
| Key Guaranteed Portfolio Fund Group Annuity Contract | — | — | — | $193K | 1.5% | |
| Blackrock Health Science Mutual Fund | — | — | — | $181K | 1.4% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $175K | 1.3% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $168K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $151K | 1.1% | |
| American Funds New World R6 Mutual Fund | — | — | — | $136K | 1.0% | |
| Empower Bond Index Fund Mutual Fund | — | — | — | $109K | 0.8% | |
| Fidelity Advisor International Growth Z Mutual Fund | — | — | — | $97K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS CIT90878 · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $94K | 0.7% | |
| Empower T. Rowe Price Mid Cap Growth Fund Mutual Fund | — | — | — | $84K | 0.6% | |
| Fidelity Real Estate Index Institutional Fund Mutual Fund | — | — | — | $72K | 0.5% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $71K | 0.5% | |
| Janus Henderson Global Equity Income N Mutual Fund | — | — | — | $57K | 0.4% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | — | $48K | 0.4% | |
| Clearbridge Small Cap Growth Mutual Fund | — | — | — | $35K | 0.3% | |
| Franklin Utilities Mutual Fund | — | — | — | $25K | 0.2% | |
| Franklin Small Cap Value R6 Mutual Fund | — | — | — | $20K | 0.2% |
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