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Original filing (PDF)20250714133422NAL0000724675001
MCCORMICK & COMPANY, INC.
Form 5500
FILING_RECEIVED
MCCORMICK 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,796
Accounts w/ balance
5,893
Plan assets (EOY)
$968.2M
Net assets (EOY)
$968.2M
How this plan invests
This plan
16 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCORMICK & COMPANY, INC..
Plan sponsor
Name
MCCORMICK & COMPANY, INC.
EIN
52-0408290
Address
24 SCHILLING ROAD · SUITE 1 · HUNT VALLEY, MD · 21031
Phone
(410) 771-7726
Industry
Manufacturingsee 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
2025-07-14
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 36-2668272 | — | INVESTMENT ADVISORY | $179K | — |
| FUND EVALUATION GROUP | 01-0694771 | — | INVESTMENT ADVISORY | $46K | — |
| FIDUCIARY COUNSELORS INC | 22-3709903 | — | INVESTMENT ADVISORY | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $366K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SB AND COMPANY, LLC | 20-2153727 | — | ACCOUNTANT | $20K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COVINGTON & BURLINGTON | 53-0188411 | — | LEGAL | $92K | — |
Investments
11 direct securities · 16 pooled funds· $1.1B(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.
Uncategorized
$599.0M
11 holdings
Common Collective Trust
$534.9M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Ttl Bd Mkt Idx Inst | — | — | — | $184.5M | 19.1% | |
| SSGA RUSS SM MD CP IDX CL II | — | — | — | $155.7M | 16.1% | |
| Vanguard Instl Idx Instl Pl Fd | — | — | — | $77.7M | 8.0% | |
| T. ROWE PRICE STRCT RSRCH TR F T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $77.7M | 8.0% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $62.6M | 6.5% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $58.5M | 6.0% | |
| McCormick Stock V | — | — | — | $50.3M | 5.2% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $50.3M | 5.2% | |
| T. ROWE PRICE STRCT RSRCH TR F | — | — | — | $47.4M | 4.9% | |
| SSGA RUSS SM MD CP IDX CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $47.4M | 4.9% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $41.3M | 4.3% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $36.0M | 3.7% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $35.3M | 3.6% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $33.3M | 3.4% | |
| WBLAIR SMID CORE COLL INV MD GLOBAL TRUST COMPANY-WILLIAM BLAIR · EIN 27-6331814 / PN 016 | Common Collective Trust | — | — | $29.0M | 3.0% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $24.8M | 2.6% | |
| Vgd Ttl Intl Stk Idx Inst Fund | — | — | — | $17.5M | 1.8% | |
| Galliard Stable Return PI | — | — | — | $16.8M | 1.7% | |
| VGD TRGT RTMT INC TRUST II | — | — | — | $16.6M | 1.7% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $15.6M | 1.6% | |
| Participant Loans | — | — | — | $14.5M | 1.5% | |
| Dodge & Cox Intl Stock X Fund | — | — | — | $12.6M | 1.3% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.0M | 1.1% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.6% | |
| Dodge & Cox Income X Fund | — | — | — | $5.4M | 0.6% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.6% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.1% |
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