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Original filing (PDF)20251014170106NAL0006953794001
MCBRIDE & SON SERVICES CO.
Form 5500
FILING_RECEIVED
MCBRIDE & SON 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
155
Accounts w/ balance
179
Plan assets (EOY)
$34.1M
Net assets (EOY)
$34.1M
How this plan invests
This plan
1 pooled trust
Schedule D
3 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "McBride & Son 401(k) Savings Master Trust Master Trust" is 100% of plan.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCBRIDE & SON SERVICES CO..
Plan sponsor
Name
MCBRIDE & SON SERVICES CO.
EIN
46-4405164
Address
17415 NORTH OUTER 40 RD · CHESTERFIELD, MO · 63005
Phone
(314) 336-0219
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ABELES AND HOFFMAN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY ADVISORS, INC. | 43-1891647 | — | ADVISOR | $25K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $14K | — |
Investments
2 direct securities · 1 pooled fund· $33.7M(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.
Master Trust
$33.7M
1 holding
Uncategorized
$76K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MCBRIDE&SON 401K SVNGS MASTER TRUST MCBRIDE & SON SERVICES CO · EIN 46-4405164 / PN 099 | Master Trust | — | — | $33.7M | 98.8% | |
| Notes from 4-5 Years with Interest * Participant notes receivable Rates of 4.25% - 9% | — | — | — | $74K | 0.2% | |
| Non-interest bearing cash | — | — | — | $2K | <0.1% |
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