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Original filing (PDF)20251008143314NAL0014004850001
MCCOMAS-LACINA CONSTRUCTION L.C.
Form 5500
FILING_RECEIVED
MLC 401(K) PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
109
Accounts w/ balance
151
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "John Hancock Multi-Index 2035 Lifetime Portfolio R6*" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCOMAS-LACINA CONSTRUCTION L.C..
Plan sponsor
Name
MCCOMAS-LACINA CONSTRUCTION L.C.
EIN
42-1490494
Address
1310 HIGHLAND CT · IOWA CITY, IA · 52240
Phone
(319) 338-1125
Industry
Constructionsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC. | 20-1665305 | — | RETAINED BY PLAN SPONSOR | $37K | — |
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $12K | — |
Investments
28 direct securities· $20.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Multi-Index 2035 Lifetime Portfolio R6* | — | — | — | $6.4M | 31.5% | |
| John Hancock Multi-Index 2030 Lifetime Portfolio R6* | — | — | — | $4.1M | 20.2% | |
| John Hancock Multi-Index 2045 Lifetime Portfolio R6* | — | — | — | $2.6M | 12.9% | |
| John Hancock Multi-Index 2025 Lifetime Portfolio R6* | — | — | — | $1.7M | 8.2% | |
| Fidelity 500 Index Fund | — | — | — | $1.0M | 5.1% | |
| John Hancock Multi-Index 2040 Lifetime Portfolio R6* | — | — | — | $994K | 4.9% | |
| John Hancock Multi-Index 2050 Lifetime Portfolio R6* | — | — | — | $797K | 3.9% | |
| MFS Growth Fund R6 | — | — | — | $626K | 3.1% | |
| John Hancock Multi-Index 2020 Lifetime Portfolio R6* | — | — | — | $403K | 2.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $297K | 1.5% | |
| DFA US Small Cap Value Portfolio | — | — | — | $261K | 1.3% | |
| John Hancock Multi-Index 2055 Lifetime Portfolio R6* | — | — | — | $200K | 1.0% | |
| DFA US Large Cap Value Portfolio | — | — | — | $181K | 0.9% | |
| Fidelity International Index Fund | — | — | — | $154K | 0.8% | |
| John Hancock Multi-Index 2060 Lifetime Portfolio R6* | — | — | — | $142K | 0.7% | |
| Fidelity Advisor International Fund | — | — | — | $131K | 0.6% | |
| Fidelity Small Cap Fund A | — | — | — | $74K | 0.4% | |
| Invesco Corporate Bond Fund R6 | — | — | — | $71K | 0.4% | |
| MFS Mid Cap Growth Fund R6 | — | — | — | $30K | 0.1% | |
| Principal Real Estate Sec R6 | — | — | — | $25K | 0.1% | |
| John Hancock Mid Cap Fund* | — | — | — | $17K | <0.1% | |
| Federated Hermes KF Small Cap Fund I | — | — | — | $12K | <0.1% | |
| DFA Emerging Markets Portfolio | — | — | — | $11K | <0.1% | |
| Investment contract, John Hancock Stable Value Guaranteed Income Fund* | — | — | — | $11K | <0.1% | |
| JH Investment Grade Bd Fd* 507 PIMCO GNMA & Securities Inst | — | — | — | $6K | <0.1% | |
| JPMorgan US Govt MMKT Fund | — | — | — | $5K | <0.1% | |
| John Hancock Multi-Index 2010 Lifetime Portfolio R6* | — | — | — | $2K | <0.1% | |
| Eaton Vance Floating Rate I 797 Federated Hermes Bond Fund R6 | — | — | — | $2K | <0.1% |
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