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Original filing (PDF)20251015123931NAL0002304419001
MCCLARIN PLASTICS, LLC
Form 5500
FILING_RECEIVED
MCCLARIN PLASTICS, LLC CASH OR DEFERRED PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~81 bps in Sched C fees
Active participants
354
Accounts w/ balance
423
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 81 bps in Schedule C fees — 56% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCLARIN PLASTICS, LLC.
Plan sponsor
Name
MCCLARIN PLASTICS, LLC
EIN
47-2615311
Address
15 INDUSTRIAL DRIVE · HANOVER, PA · 17331
Phone
(717) 637-2241
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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
RKL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | HARRISBURG, PA | CONTRACT ADMIN | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | OTHER | -$4K | — |
Investments
32 direct securities· $9.5M(100% of reported assets)
Uncategorized
$9.4M
31 holdings
Guaranteed Income / GIC
$57K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Nuveen Lifecycle Index 2025 R6 | — | — | — | $1.8M | 19.0% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $1.4M | 14.7% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $874K | 9.2% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $834K | 8.8% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $832K | 8.7% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $647K | 6.8% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $548K | 5.8% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $311K | 3.3% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $288K | 3.0% | |
| Thornburg Investment Income Builder R6 | — | — | — | $250K | 2.6% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $236K | 2.5% | |
| Participant Loans 4.75% to 10.00% | — | — | — | $216K | 2.3% | |
| JPMorgan Growth Advantage R6 | — | — | — | $154K | 1.6% | |
| Pimco Income Instl | — | — | — | $132K | 1.4% | |
| T. Rowe Price T. Rowe Price Value I | — | — | — | $112K | 1.2% | |
| The Vanguard Group Vanguard Mid Cap Index Fund - Admiral | — | — | — | $107K | 1.1% | |
| The Vanguard Group Vanguard Small Cap Index ADM | — | — | — | $99K | 1.0% | |
| The Vanguard Group Vanguard Total Stock Mkt IDX ADM | — | — | — | $94K | 1.0% | |
| Virtus Investment Partners Virtus Kar Mid Cap Core R6 | — | — | — | $88K | 0.9% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $79K | 0.8% | |
| Allspring Global Investments Allspring Real Return R6 | — | — | — | $63K | 0.7% | |
| * Empower Key Guaranteed Portfolio Fund 1.45% | Guaranteed Income / GIC | — | — | $57K | 0.6% | |
| ClearBridge Investments ClearBridge Small Cap Growth I | — | — | — | $50K | 0.5% | |
| Victory Capital Victory Sycamore Established Value- I | — | — | — | $47K | 0.5% | |
| American Funds American Funds New World R6 | — | — | — | $40K | 0.4% | |
| American Beacon Advisors American Beacon Small Cap Val R5 | — | — | — | $36K | 0.4% | |
| Empower Funds Empower Secure Foundation Bal Inst | — | — | — | $26K | 0.3% | |
| PGIM High-Yield R6 | — | — | — | $17K | 0.2% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | — | — | — | $14K | 0.2% | |
| BlackRock Funds BlackRock Strategic Global Bond K | — | — | — | $12K | 0.1% | |
| Nuveen International Equity Index R6 | — | — | — | $6K | <0.1% | |
| Nuveen Lifecycle Index Retirement Inc R6 | — | — | — | $4K | <0.1% |