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Original filing (PDF)20251014130115NAL0005948674001
MCLEOD HEALTH
Form 5500
FILING_RECEIVED
MCLEOD HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
11,131
Accounts w/ balance
12,200
Plan assets (EOY)
$808.7M
Net assets (EOY)
$808.7M
How this plan invests
This plan
19 pooled trusts
Schedule D
25 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
- 11 bps in Schedule C fees — 76% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCLEOD HEALTH.
Plan sponsor
Name
MCLEOD HEALTH
EIN
51-0473500
Address
555 EAST CHEVES STREET · FLORENCE, SC · 295062617
Phone
(843) 777-2595
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $593K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $147K | — |
| MERCER INVESTMENT MANAGEMENT INC | 30-0282430 | — | ADVISOR | $67K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREERWALKER | 56-1434747 | — | PLAN ADMINISTRATOR | $47K | — |
Investments
21 direct securities · 19 pooled funds· $1.3B(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
$707.5M
19 holdings
Uncategorized
$621.2M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $99.3M | 12.3% | |
| State Street Target Retirement 2035 | — | — | — | $71.6M | 8.9% | |
| SS TRGT RET 2035 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $71.6M | 8.9% | |
| State Street Target Retirement 2045 | — | — | — | $63.5M | 7.8% | |
| SS TRGT RET 2045 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $63.5M | 7.8% | |
| State Street Target Retirement 2040 | — | — | — | $62.6M | 7.7% | |
| SS TRGT RET 2040 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $62.6M | 7.7% | |
| State Street Target Retirement 2030 | — | — | — | $62.4M | 7.7% | |
| SS TRGT RET 2030 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $62.4M | 7.7% | |
| State Street Target Retirement 2050 | — | — | — | $53.3M | 6.6% | |
| SS TRGT RET 2050 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $53.3M | 6.6% | |
| State Street Target Retirement 2025 | — | — | — | $51.0M | 6.3% | |
| SS TRGT RET 2025 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $51.0M | 6.3% | |
| T Rowe Price Institutional Large Cap Core Growth | — | — | — | $48.0M | 5.9% | |
| INVESCO Stable Value Trust | — | — | — | $40.9M | 5.1% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $40.9M | 5.1% | |
| State Street Target Retirement 2055 | — | — | — | $37.0M | 4.6% | |
| SS TRGT RET 2055 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $37.0M | 4.6% | |
| ARROWST ACWI EX-US A GLOBAL TRUST COMPANY · EIN 38-7148887 / PN 001 | Common Collective Trust | — | — | $36.2M | 4.5% | |
| WM BLAIR SMMIDCP GR GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $32.3M | 4.0% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $19.7M | 2.4% | |
| State Street Target Retirement 2020 | — | — | — | $18.5M | 2.3% | |
| SS TRGT RET 2020 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $18.5M | 2.3% | |
| State Street Target Retirement 2060 | — | — | — | $18.0M | 2.2% | |
| SS TRGT RET 2060 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $18.0M | 2.2% | |
| Vaughan Nelson Mid Cap Fund Class Y | — | — | — | $17.6M | 2.2% | |
| State Street US Bond Index | — | — | — | $16.2M | 2.0% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $16.2M | 2.0% | |
| T. Rowe Price Institutional Large Cap Value | — | — | — | $15.8M | 1.9% | |
| Self-Directed Accounts | — | — | — | $11.1M | 1.4% | |
| State Street Retirement Income Securities | — | — | — | $8.0M | 1.0% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $8.0M | 1.0% | |
| State Street Global All Cap Equity ex-US Index | — | — | — | $7.6M | 0.9% | |
| SS TRGT RET 2065 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $7.6M | 0.9% | |
| State Street Small/Mid Cap Equity Index | — | — | — | $7.2M | 0.9% | |
| State Street Target Retirement 2065 | — | — | — | $6.5M | 0.8% | |
| SS TRGT RET INC V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $6.5M | 0.8% | |
| PIMCO Inflation Response Multi Asset Institutional | — | — | — | $2.8M | 0.4% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $2.8M | 0.4% | |
| Notes receivable from participants | — | — | — | $1.6M | 0.2% |