How big is MAC Arthur Co's plan?

MAC Arthur Co's plan reported $1.0B in assets and 1,300 participants for 2024.

Original filing (PDF)20251014103203NAL0002531025001

MAC Arthur Co

Name: MAC Arthur Co — MAC Arthur Co. 2015 Amended and, Form 5500 (2024)
Creator: MAC Arthur Co
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MAC Arthur Co. 2015 Amended and Restated 401(k) and Employee Stock Ownership Plan

401(k) retirement plan · MAC Arthur Co's MAC Arthur Co. 2015 Amended and Restated 401(k) and Employee Stock Ownership Plan held $1.0B in plan assets for 1,300 participants in 2024, with Principal as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedHigh average account balance

Active participants

1,300

Accounts w/ balance

1,657

Plan assets (EOY)

$1.0B

Net assets (EOY)

$692.0M

People on this filing

Lee Bushmaker signed MAC Arthur Co's 2024 Form 5500 as plan administrator.

Lee Bushmaker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MAC Arthur Co's EIN is 41-0388120.

EIN 41-0388120

Plan number 006

Plan year 2024

ACK ID 20251014103203NAL0002531025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MAC Arthur Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MAC Arthur Co's plan includes profit-sharing, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAC ARTHUR CO.

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How this plan invests

This plan

4 pooled trusts

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
90% of assets in employer securities (concentration risk).

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

MAC ARTHUR CO

EIN

all filings

Address

2400 WYCLIFF STREET · ST PAUL, MN · 55114

Phone

(651) 659-2233

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2I · Stock bonus

2J · 401(k) feature

2K · 401(m) arrangement

2P · Leveraged ESOP

2Q · S-corporation ESOP

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$149K	—

Investments

27 direct securities · 4 pooled funds· $102.2M(10% 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.

Other securities

$31.5M

7 holdings

Mutual Funds

$17.2M

14 holdings

U.S. Treasuries

$17.2M

1 holding

Common Collective Trust

$16.0M

1 holding

Common Collective Trusts

$10.2M

2 holdings

Pooled Separate Account

$4.5M

3 holdings

Common Stocks

$2.2M

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

JPMorgan$17.4M T. Rowe Price$17.2M American Funds (Capital Group)$11.7M Fidelity$11.4M Prudential / PGIM$2.2M Wells Fargo / Allspring$2.1M Janus Henderson$1.8M PIMCO$1.5M Principal$638K

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					% of plan
T. Rowe Price US Treasury Money Fund Mutual Fund	U.S. Treasuries	—	—	$17.2M	1.7%
PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	—	—	$16.0M	1.6%
JPMorgan Core Plus Bond Fund Mutual Fund	Other securities	—	—	$10.1M	1.0%
MFS Growth Fund Mutual Fund	Mutual Funds	—	—	$8.5M	0.8%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$7.8M	0.8%
EuroPacific Growth Fund Mutual Fund	Other securities	—	—	$7.5M	0.7%
JPMorgan Equity Income Fund Mutual Fund	Other securities	—	—	$7.4M	0.7%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.4M	0.2%
Principal Mid Cap Fund Mutual Fund	Other securities	—	—	$2.2M	0.2%
Great Gray Trust Company - Mid Cap Value R1 Fund Mutual Fund	Common Stocks	—	—	$2.2M	0.2%
PGIM High Yield Fund Mutual Fund	Other securities	—	—	$2.2M	0.2%
Allspring Special Small Cap Value Fund Mutual Fund	Other securities	—	—	$2.1M	0.2%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$2.0M	0.2%
Principal Mid Cap S&P 400 Index Pooled Separate Account	Pooled Separate Accounts	—	—	$2.0M	0.2%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$1.8M	0.2%
Janus Henderson Venture Fund Mutual Fund	Mutual Funds	—	—	$1.8M	0.2%
Notes Receivable from Participants Interest at 3.25% to 8.50%	Bonds / Notes	—	—	$1.6M	0.2%
PIMCO International Bond Fund U.S. Dollar-Hedged Mutual Fund	Mutual Funds	—	—	$1.5M	0.1%
Fidelity International Small Cap Fund Mutual Fund	Mutual Funds	—	—	$1.2M	0.1%
American Funds 2030 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.2M	0.1%
American Funds 2035 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.1M	0.1%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$767K	<0.1%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	—	—	$638K	<0.1%
American Funds 2025 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$516K	<0.1%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$474K	<0.1%
American Funds 2050 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$86K	<0.1%
American Funds 2060 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$59K	<0.1%
American Funds 2055 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$37K	<0.1%
American Funds 2065 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$26K	<0.1%
(E)	Other securities	—	—	$9K	<0.1%
American Funds 2010 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$9K	<0.1%

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