Original filing (PDF)20251007074957NAL0002300771001

MCR, LLC

Name: MCR, LLC — MCR, LLC 401(K) & PROFIT SHARING PLAN, Form 5500 (2022)
Creator: MCR, LLC

Form 5500

FILING_RECEIVED

MCR, LLC 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late filing · 22.7 mo~370 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

How this plan invests

This plan

18 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Filed 22.7 months past the 10.5-month grace window.
370 bps in Schedule C fees — 612% above peer band of 52 bps.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCR, LLC.

Plan sponsor

Name

MCR, LLC

EIN

54-1038828

Address

2010 CORPORATE RIDGE ROAD · SUITE 850 · MCLEAN, VA · 22102

Phone

(703) 740-0323

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2025-10-07

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

APRIO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOCKTON INVESTMENT ADVISORS	20-8874282	—	INVESTMENT ADVISORY	—	—
CREATIVE PLANNING, INC.	43-1270780	—	INVESTMENT ADVISORY	—	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$120K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARONSON LLC	37-1611326	—	ACCOUNTANT	—	—

Investments

18 pooled funds· $0(0% 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.

Pooled Separate Account

4 holdings

Common Collective Trust

14 holdings

Investment	Type	Current value	% of plan
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	$0	<0.1%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	$0	<0.1%
PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119	Pooled Separate Account	$0	<0.1%
PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	$0	<0.1%
AMERICAN CENTRY VALYLD CI E SEI TRUST COMPANY · EIN 27-0573019 / PN 012	Common Collective Trust	$0	<0.1%