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Original filing (PDF)20251008105329NAL0003210435001
MCCOWN GORDON CONSTRUCTION, L.L.C.
Form 5500
FILING_RECEIVED
MCCOWN GORDON CONSTRUCTION, L.L.C. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
492
Accounts w/ balance
499
Plan assets (EOY)
$56.5M
Net assets (EOY)
$56.5M
How this plan invests
This plan
24 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 53% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCOWN GORDON CONSTRUCTION, L.L.C..
Plan sponsor
Name
MCCOWN GORDON CONSTRUCTION, L.L.C.
EIN
43-1857518
Address
850 MAIN ST · KANSAS CITY, MO · 641052006
Phone
(816) 960-1111
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORTUNE FINANCIAL ADVISORS, LLC | 26-1420600 | — | INVESTMENT ADVISORY | $0 | — |
| PRINCIPAL SECURITIES INC | 42-0941553 | — | INVESTMENT ADVISORY | $0 | — |
| KONZA GLOBAL WEALTH GROUP | 46-2818378 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $138K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
18 direct securities · 24 pooled funds· $61.9M(100% 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.
Common Collective Trust
$37.0M
14 holdings
Uncategorized
$14.4M
16 holdings
Pooled Separate Account
$7.2M
10 holdings
Pooled Separate Accounts
$2.0M
1 holding
Mutual Funds
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $164K | $8.4M | 14.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $117K | $6.2M | 10.9% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | $27K | $5.4M | 9.6% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $107K | $5.2M | 9.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $94K | $5.1M | 9.0% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $76K | $3.4M | 6.0% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $127K | $3.3M | 5.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $61K | $2.5M | 4.4% | |
| s * Principal Global Investors Trust Company Principal Large Cap Growth I Fund | Pooled Separate Accounts | — | $25K | $2.0M | 3.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.0M | 3.5% | |
| The American Funds Capital World Growth and Income R6 Fund | Mutual Funds | — | $21K | $1.3M | 2.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | $36K | $1.2M | 2.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | $20K | $1.1M | 1.9% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $59K | $1.1M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | $35K | $977K | 1.7% | |
| Prudential Investments Total Return Bond R6 Fund | — | — | $77K | $906K | 1.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $862K | 1.5% | |
| Principal Global Investors Trust Company Principal Diversified International Fund | — | — | $7K | $862K | 1.5% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $710K | 1.3% | |
| Principal Global Investors Trust Company Principal Mid Cap Growth Separate Account | — | — | $6K | $710K | 1.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $24K | $623K | 1.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $611K | 1.1% | |
| Principal Global Investors Trust Company Principal Mid Cap Value Fund | — | — | $7K | $611K | 1.1% | |
| JP Morgan Chase & Co. JP Morgan Emerging Markets Equity Fund | — | — | $20K | $601K | 1.1% | |
| Vanguard Group Intermediate-Term Bond Index Adm Fund | — | — | $59K | $598K | 1.1% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $15K | $573K | 1.0% | |
| MFS Investment Management Value R6 Fund | — | — | $10K | $507K | 0.9% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $3K | $496K | 0.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $8K | $480K | 0.8% | |
| Fidelity Investments Fidelity International Small Cap Fund | — | — | $14K | $434K | 0.8% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $421K | 0.7% | |
| Principal Global Investors Trust Company Principal Small Cap Growth Fund | — | — | $8K | $421K | 0.7% | |
| Principal Global Investors Trust Company Principal Small Cap Value Fund | — | — | $7K | $389K | 0.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $389K | 0.7% | |
| dates through December 2029 — | — | — | — | $358K | 0.6% | |
| Principal Global Investors Trust Company Principal Lifetime Hybrid Income | — | — | $15K | $330K | 0.6% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $330K | 0.6% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $9K | $295K | 0.5% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | $12K | $200K | 0.4% | |
| (E) | — | — | $2K | $66K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $5K | $66K | 0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2K | <0.1% |