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Original filing (PDF)20251006151017NAL0006462704001
MACON RESOURCES INC
Form 5500
FILING_RECEIVED
MACON RESOURCES INC RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
~90 bps in Sched C fees
Active participants
199
Accounts w/ balance
212
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 73% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACON RESOURCES INC.
Plan sponsor
Name
MACON RESOURCES INC
EIN
37-1224992
Address
PO BOX 2760 · DECATUR, IL · 62524
Phone
(217) 875-1910
Industry
Health Care & Social Assistancesee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $473 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PLANNERS INC | — | DECATUR, IL | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS-BPC | 04-2746212 | BOSTON, MA | CONTRACT ADMIN | $14K | — |
Investments
25 direct securities· $4.5M(100% of reported assets)
Uncategorized
$4.5M
24 holdings
Mutual Funds
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mass Mutual Select-T. Rowe Price Retirement 2030 51,650 shares | — | — | $52K | $785K | 17.4% | |
| Mass Mutual Select-T. Rowe Price Retirement 2035 39,972 shares | — | — | $40K | $637K | 14.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2025 34,402 shares | — | — | $34K | $503K | 11.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2045 27,584 shares | — | — | $28K | $457K | 10.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2050 20,145 shares | — | — | $20K | $326K | 7.2% | |
| Mass Mutual Select-T. Rowe Price Retirement 2020 22,990 shares | — | — | $23K | $322K | 7.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2040 13,879 shares | — | — | $14K | $214K | 4.7% | |
| Ishares S&P 500 Index K 293 shares | — | — | — | $202K | 4.5% | |
| Mass Mutual Select-T. Rowe Price Retirement 2055 11,859 shares | — | — | $12K | $201K | 4.4% | |
| Money Market Fund *Mass Mutual U.S. Government Money Market Fund 173,058 shares | — | — | $173K | $173K | 3.8% | |
| Mass Mutual Blue Chip Growth I 5,952 shares | — | — | $6K | $140K | 3.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2060 7,046 shares | — | — | $7K | $129K | 2.9% | |
| Vanguard Extended Market Index ADM 516 shares | — | — | — | $74K | 1.6% | |
| Vanguard Balanced Index ADM 1,389 shares | — | — | $1K | $67K | 1.5% | |
| American Funds New Perspective R6 1,002 shares | — | — | $1K | $62K | 1.4% | |
| Ishares MSCI EAFE International Index K 3,317 shares | — | — | $3K | $51K | 1.1% | |
| Mass Mutual Diversified Value I 5,066 shares | — | — | $5K | $48K | 1.1% | |
| Guaranteed Interest Account 2.15% interest rate | — | — | — | $48K | 1.1% | |
| Ishares Russell 2000 Small-Cap Index K 842 shares | — | — | — | $21K | 0.5% | |
| Mass Mutual Select-T. Rowe Price Retirement 2015 1,287 shares | — | — | $1K | $18K | 0.4% | |
| Fidelity Advisor Total Bond Z 1,905 shares | — | — | $2K | $18K | 0.4% | |
| Mass Mutual Select T. Rowe Price Retirement Bal 633 shares | — | — | — | $9K | 0.2% | |
| s *Mass Mutual Select-T. Rowe Price Retirement 2010 432 shares | Mutual Funds | — | — | $6K | 0.1% | |
| Mass Mutual Select-T. Rowe Price Retirement 2065 392 shares | — | — | — | $4K | <0.1% | |
| American Funds Bond Fund Of AMER R6 364 shares | — | — | — | $4K | <0.1% |
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