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Original filing (PDF)20251014103737NAL0002648353001
MCGEE BROTHERS CO., INC.
Form 5500
FILING_RECEIVED
MCGEE BROTHERS CO., INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
574
Accounts w/ balance
573
Plan assets (EOY)
$32.6M
Net assets (EOY)
$32.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. ROWE PRICE STABLE VALUE COMMON TRUST FUND" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGEE BROTHERS CO., INC..
Plan sponsor
Name
MCGEE BROTHERS CO., INC.
EIN
56-1146621
Address
4608 CARRIKER ROAD · MONROE, NC · 28110
Phone
(704) 372-7610
Industry
Constructionsee 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
2025-10-14
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)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
MCCANNON, ROGERS, DRISCOLL & ASSOC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $33K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $28K | — |
| CAMBRIDGE INVESTMENT RESEARCH | — | FAIRFIELD, IA | NONE | $8K | — |
Investments
1 pooled fund· $2.7M(8% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $2.3M | $2.7M | 8.2% |