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Original filing (PDF)20251016083947NAL0003104931001
MCKENNEY'S, INC.
Form 5500
FILING_RECEIVED
MCKENNEY'S, INC. AND AFFILIATED COMPANIES PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
1,764
Accounts w/ balance
1,066
Plan assets (EOY)
$129.3M
Net assets (EOY)
$129.3M
How this plan invests
This plan
5 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)
88
/ 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
80
Knocking points off
- 17 bps in Schedule C fees — 71% above peer band of 10 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCKENNEY'S, INC..
Plan sponsor
Name
MCKENNEY'S, INC.
EIN
58-0501197
Address
1056 MORELAND INDUSTRIAL BOULEVARD · ATLANTA, GA · 30316
Phone
(404) 622-5000
Industry
Plumbing, Heating, AC Contractors· 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
2025-10-16
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | 04-3516284 | — | RECORDKEEPER | $102K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | CONSULT/INVEST ADVISOR | $88K | — |
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVEST ADVISOR | $31K | — |
Investments
21 direct securities · 5 pooled funds· $129.3M(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
$114.4M
21 holdings
Common Collective Trust
$14.9M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | — | — | — | $25.9M | 20.0% | |
| Fidelity 500 Index | — | — | — | $21.9M | 17.0% | |
| American Funds American Funds 2040 Target Date R6 | — | — | — | $7.6M | 5.9% | |
| American Funds American Funds 2045 Target Date R6 | — | — | — | $7.0M | 5.4% | |
| American Funds American Funds 2055 Target Date R6 | — | — | — | $6.5M | 5.0% | |
| CONGRESS MID CAP GROWTH CIT FOUNDER SEI INVESTMENTS DISTRIBUTION CO · EIN 87-2853207 / PN 153 | Common Collective Trust | — | — | $5.8M | 4.5% | |
| American Funds American Funds 2025 Target Date R6 | — | — | — | $5.7M | 4.4% | |
| State Street State Street Russell All Cap Index | — | — | — | $5.2M | 4.0% | |
| American Funds American Funds 2035 Target Date R6 | — | — | — | $5.0M | 3.9% | |
| American Funds American Funds 2030 Target Date R6 | — | — | — | $4.9M | 3.8% | |
| American Funds American Funds 2050 Target Date R6 | — | — | — | $4.3M | 3.3% | |
| JPMorgan Mid Cap Value R6 | — | — | — | $3.4M | 2.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.5% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK · EIN 45-2395022 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.3% | |
| SCHRODER INTERNATIONAL ALPHA TRUST SCHROEDER · EIN 83-2429244 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.3% | |
| Morningstar MFS Value R3 | — | — | — | $2.8M | 2.1% | |
| State Street State Street US Bond Index | — | — | — | $2.8M | 2.1% | |
| Bank of New York BNY Small Cap | — | — | — | $2.4M | 1.9% | |
| Bank of New York BNY Mellon Index Fund | — | — | — | $2.4M | 1.8% | |
| DFA US Targeted Value I | — | — | — | $2.2M | 1.7% | |
| T. Rowe T. Rowe Price QM US Small-Cap Gr Eq I | — | — | — | $1.5M | 1.2% | |
| American Funds American Funds New World R6 | — | — | — | $1.3M | 1.0% | |
| American Funds American Funds 2060 Target Date R6 | — | — | — | $879K | 0.7% | |
| American Funds American Funds 2065 Target Date R6 | — | — | — | $417K | 0.3% | |
| Principal Global Real Estate Sec R6 | — | — | — | $338K | 0.3% | |
| FIDELITY MIP CLASS I FIDELITY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |