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Original filing (PDF)20251008200823NAL0014135922001
MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP
Form 5500
FILING_RECEIVED
MCDONNELL BOEHNEN HULBERT & BERGHOFF 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
153
Plan assets (EOY)
$104.7M
Net assets (EOY)
$104.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP.
Plan sponsor
Name
MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP
EIN
36-4116391
Address
300 SOUTH WACKER DRIVE · CHICAGO, IL · 606066709
Phone
(312) 913-0001
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MILLER, COOPER & CO. LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$56K | — |
Investments
35 direct securities · 1 pooled fund· $107.9M(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.
Uncategorized
$103.7M
34 holdings
Common Collective Trust
$3.1M
1 holding
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Blue Chip Growth K6 Fund | — | — | — | $15.1M | 14.5% | |
| Fidelity Investments Contrafund Growth K6 Fund | — | — | — | $15.1M | 14.4% | |
| Self-directed accounts (held by Fidelity Management Trust Company) Various | — | — | — | $13.0M | 12.4% | |
| Fidelity Investments Spartan 500 Index Advantage Fund | — | — | — | $11.8M | 11.2% | |
| Fidelity Investments Freedom 2035 Fund | — | — | — | $6.1M | 5.8% | |
| Fidelity Investments Freedom 2030 Fund | — | — | — | $4.6M | 4.4% | |
| Fidelity Investments Freedom 2045 Fund | — | — | — | $4.4M | 4.2% | |
| Stable value collective trust fund (held by Fidelity Management Trust Company) * Fidelity Investments Managed Income Portfolio | — | — | — | $3.3M | 3.1% | |
| Fidelity Investments Mid Cap Stock Fund | — | — | — | $3.2M | 3.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.1M | 2.9% | |
| Fidelity Investments Freedom 2040 Fund | — | — | — | $3.0M | 2.9% | |
| Fidelity Investments Diversified International Fund | — | — | — | $2.9M | 2.7% | |
| John Hancock Mid Cap Value I Fund | — | — | — | $2.2M | 2.1% | |
| Fidelity Investments U.S Bond Index Fund | — | — | — | $2.0M | 1.9% | |
| Fidelity Investments Freedom 2025 Fund | — | — | — | $2.0M | 1.9% | |
| Fidelity Investments Leveraged Company Stock Fund | — | — | — | $1.6M | 1.6% | |
| Fidelity Investments Low-Priced Stock Fund | — | — | — | $1.5M | 1.4% | |
| Fidelity Investments Strategic Income Fund | — | — | — | $1.4M | 1.3% | |
| Fidelity Investments Freedom 2050 Fund | — | — | — | $1.3M | 1.2% | |
| s (held by Fidelity Management Trust Company) MFS Value R4 Fund | Mutual Funds | — | — | $1.2M | 1.2% | |
| Fidelity Investments Spartan Extended Market Fund | — | — | — | $1.2M | 1.1% | |
| Fidelity Investments Total Bond Fund | — | — | — | $1.2M | 1.1% | |
| Principal SmallCap Fund Institutional Class Fund | — | — | — | $867K | 0.8% | |
| Fidelity Investments Freedom 2055 Fund | — | — | — | $787K | 0.8% | |
| Fidelity Investments Spartan Internatinoal index Adv. Fund | — | — | — | $784K | 0.7% | |
| Fidelity Investments Freedom 2010 Fund | — | — | — | $720K | 0.7% | |
| Fidelity Investments Freedom Income Fund | — | — | — | $695K | 0.7% | |
| Fidelity Investments Freedom 2020 Fund | — | — | — | $637K | 0.6% | |
| Notes receivable from participants Bearing interest at 3.25% - 8.50% - | — | — | — | $592K | 0.6% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $517K | 0.5% | |
| Fidelity Investments Freedom 2015 Fund | — | — | — | $424K | 0.4% | |
| Invesco Developing Market Inst. Fund | — | — | — | $405K | 0.4% | |
| Fidelity Investments Freedom 2060 Fund | — | — | — | $275K | 0.3% | |
| Fidelity Investments Government income Fund | — | — | — | $234K | 0.2% | |
| PIMCO Real Return Insitutional Fund | — | — | — | $25K | <0.1% | |
| Fidelity Investments Freedom 2065 Fund | — | — | — | $2K | <0.1% |
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