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Original filing (PDF)20251003102451NAL0001242145001
MCMAHON FORD COMPANY
Form 5500
FILING_RECEIVED
MCMAHON FORD SAVINGS PLAN
401(k) retirement plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
129
Accounts w/ balance
135
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
31 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Benefit Trust Benefit Trust FCI Life Strategy Gro Cl B" is 37% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCMAHON FORD COMPANY.
Plan sponsor
Name
MCMAHON FORD COMPANY
EIN
43-1063665
Address
3300 S. KINGSHIGHWAY BLVD · ST LOUIS, MO · 631391144
Phone
(314) 644-4100
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST CO | 41-2112888 | — | TRUSTEE | $32K | — |
Investments
27 direct securities · 4 pooled funds· $10.4M(99% 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
$5.4M
27 holdings
Common Collective Trust
$5.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BENEFIT FCI LIFE STRATEGY GROWTH BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 018 | Common Collective Trust | — | — | $3.8M | 36.4% | |
| JP Morgan Chase JPMorgan Large Cap Growth Fund R6 | — | — | — | $1.1M | 10.4% | |
| BENEFIT FCI LIFE STRAT MOD GROWTH BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 017 | Common Collective Trust | — | — | $954K | 9.1% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $826K | 7.9% | |
| Dodge and Cox Dodge & Cox Income Fund | — | — | — | $561K | 5.3% | |
| Neuberger Berman Neuberger Berman Large Cap Value Fund | — | — | — | $491K | 4.7% | |
| Vanguard MidCap Index Fund Admiral | — | — | — | $259K | 2.5% | |
| Delaware Small Cap Value | — | — | — | $252K | 2.4% | |
| Vanguard Total International Stock Index | — | — | — | $232K | 2.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $214K | 2.0% | |
| Blackrock Advantage Blackrock Advantage Small Cap Growth Fund | — | — | — | $178K | 1.7% | |
| Vanguard SmallCap Index Fund Admiral | — | — | — | $154K | 1.5% | |
| BENEFIT FCI LIFE STRATEG AGG GRWTH BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 019 | Common Collective Trust | — | — | $152K | 1.4% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $141K | 1.3% | |
| T. Rowe Price T. Rowe Price MidCap Gro | — | — | — | $135K | 1.3% | |
| MFS Funds Mid Cap Value R6 | — | — | — | $134K | 1.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $123K | 1.2% | |
| Vanguard Target Retirement 2030 | — | — | — | $117K | 1.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $112K | 1.1% | |
| Vanguard Target Retirement 2050 | — | — | — | $72K | 0.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $66K | 0.6% | |
| American Funds Europacific Growth R-6 | — | — | — | $65K | 0.6% | |
| BENEFIT FCI LIFE STRAT CONSERV GROW BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 016 | Common Collective Trust | — | — | $44K | 0.4% | |
| Vanguard Group Retirement Income Fund | — | — | — | $41K | 0.4% | |
| Vanguard REIT Index Fund Admiral | — | — | — | $33K | 0.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $28K | 0.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $23K | 0.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $19K | 0.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $4K | <0.1% | |
| Northern Funds Northern Instit Govmt Select | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $4K | <0.1% |
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