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Original filing (PDF)20251008224414NAL0003277523001
MACKAY COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
MACKAY COMMUNICATIONS, INC. EMPLOYEES' PENSION PLAN AND TRUST
Defined-benefit pension plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
—
Plan assets (EOY)
$33.0M
Net assets (EOY)
$33.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal BlackRock S&P 500 Index CIT F" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACKAY COMMUNICATIONS, INC..
Plan sponsor
Name
MACKAY COMMUNICATIONS, INC.
EIN
56-1550100
Address
3691 TRUST DRIVE · RALEIGH, NC · 276162955
Phone
(919) 850-3007
Industry
Wholesale Tradesee 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
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | — | TRUSTEE | $65K | — |
Investments
6 direct securities · 5 pooled funds· $33.0M(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
$25.4M
5 holdings
Uncategorized
$7.7M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK S&P 500 INDEX CIT F SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $6.2M | $10.6M | 32.1% | |
| BLACKROCK LARGE CAP VALUE INDEX C SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | $4.1M | $5.0M | 15.1% | |
| BLACKROCK LARGE CAP GROWTH INDEX SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | $3.1M | $4.9M | 14.9% | |
| BLACKROCK S&P MIDCAP INDEX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $2.1M | $3.2M | 9.8% | |
| Fidelity International Index | — | — | $2.3M | $2.5M | 7.5% | |
| BLACKROCK RU 2000 INDEX CI SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | $1.4M | $1.6M | 5.0% | |
| Dodge & Cox International Stock Fund | — | — | $1.1M | $1.2M | 3.8% | |
| American Funds Europacific Growth Fund | — | — | $1.4M | $1.2M | 3.7% | |
| Allspring Blackrock Short-Term Investment Fund | — | — | $1.1M | $1.1M | 3.2% | |
| Acadian Emerging Market | — | — | $732K | $823K | 2.5% | |
| Invesco Oppenheimer Developing Market | — | — | $824K | $819K | 2.5% |
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