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MCCULLOCH MANAGEMENT SERVICES LLC — MCCULLOCH MANAGEMENT SERVICES 401K & PSP, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718085600NAL0002042208001
MCCULLOCH MANAGEMENT SERVICES LLC
Form 5500-SF
FILING_RECEIVED
MCCULLOCH MANAGEMENT SERVICES 401K & PSP
401(k) retirement plan
Active participants
19
Accounts w/ balance
8
Plan assets (EOY)
$256K
Net assets (EOY)
$256K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MCCULLOCH MANAGEMENT SERVICES LLC
.
Find decision makers
Plan sponsor
Name
MCCULLOCH MANAGEMENT SERVICES LLC
EIN
46-5498769
Address
2677 WILLAKENZIE ROAD, SUITE 3 · EUGENE, OR · 97401
Phone
(541) 344-0028
Industry
Real Estate
see 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
2025-07-18
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$258K · 15 participants
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Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
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MORLEY STABLE VALUE FUND
$11.1B
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PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
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PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
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PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
