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Original filing (PDF)20250731075117NAL0005707665001
MCMAHON ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
MCMAHON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
115
Accounts w/ balance
126
Plan assets (EOY)
$37.2M
Net assets (EOY)
$37.2M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly 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 MCMAHON ASSOCIATES, INC..
Plan sponsor
Name
MCMAHON ASSOCIATES, INC.
EIN
39-0735791
Address
P.O. BOX 1025 · NEENAH, WI · 549571025
Phone
(920) 751-4200
Industry
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
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | NONE | $110K | — |
| RBC WEALTH MANAGEMENT | — | APPLETON, WI | NONE | $23K | — |
Investments
15 direct securities· $35.2M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RBC Wealth Management Self-Directed Brokerage Account N/A | — | — | — | $7.4M | 19.9% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $5.8M | 15.6% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Fund N/A | — | — | — | $3.3M | 8.9% | |
| Fidelity Investments Self-Directed Brokerage Account N/A | — | — | — | $3.2M | 8.7% | |
| Harbor Cap Appreciation Fund Mutual Fund N/A | — | — | — | $3.2M | 8.6% | |
| Blackrock Equity Dividend Fund Mutual Fund N/A | — | — | — | $2.8M | 7.5% | |
| Fidelity Total International Index Fund Mutual Fund N/A | — | — | — | $2.0M | 5.4% | |
| Vanguard Small Cap Index Admiral Fund Mutual Fund N/A | — | — | — | $1.9M | 5.2% | |
| Baird Aggregate Bond Fund Mutual Fund N/A | — | — | — | $1.2M | 3.3% | |
| Vanguard Short Term Investment Grade Admiral Fund Mutual Fund N/A | — | — | — | $1.1M | 3.0% | |
| Oakmark International Small Cap Fund Mutual Fund N/A | — | — | — | $1.1M | 3.0% | |
| Pioneer Strategic Income Fund Mutual Fund N/A | — | — | — | $843K | 2.3% | |
| Fidelity Emerging Markets Index Fund Mutual Fund N/A | — | — | — | $680K | 1.8% | |
| Fidelity Government Cash Reserves Money Market N/A | — | — | — | $393K | 1.1% | |
| Baird Core Plus Bond Institutional Mutual Fund N/A | — | — | — | $238K | 0.6% |