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Original filing (PDF)20251001145717NAL0005993475001
MAGO CONSTRUCTION CO., LLC
Form 5500
FILING_RECEIVED
MAGO CONSTRUCTION CO., LLC 401(K) PROFIT SHARING/SAVINGS PLAN
401(k) retirement plan
Active participants
148
Accounts w/ balance
164
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
28 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGO CONSTRUCTION CO., LLC.
Plan sponsor
Name
MAGO CONSTRUCTION CO., LLC
EIN
61-0543739
Address
PO BOX 669 · BARDSTOWN, KY · 40004
Phone
(502) 348-3953
Industry
Constructionsee 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
2025-10-01
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $3K | — |
Investments
28 pooled funds· $11.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $1.5M | 12.8% | |
| JP MORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $1.4M | 12.3% | |
| AMERICAN FUNDS 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $1.1M | 9.5% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $963K | 8.4% | |
| JP MORGAN EQUITY INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $946K | 8.2% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $731K | 6.4% | |
| AMERICAN FUNDS 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $722K | 6.3% | |
| AMERICAN FUNDS 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $649K | 5.6% | |
| T. ROWE PRICE OVERSEAS STOCK JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $456K | 4.0% | |
| AMERICAN FUNDS 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $446K | 3.9% | |
| NUVEEN SMALL CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $417K | 3.6% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $400K | 3.5% | |
| AMERICAN FUNDS 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $330K | 2.9% | |
| SELECT AA CONSERVATIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $319K | 2.8% | |
| GUGGENHEIM TOTAL RETURN BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $292K | 2.5% | |
| AMERICAN FUNDS 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $163K | 1.4% | |
| SELECT AA BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $120K | 1.0% | |
| AMERICAN FUNDS 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $113K | 1.0% | |
| AMERICAN FUNDS NEW WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $107K | 0.9% | |
| AMERICAN FUNDS 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $89K | 0.8% | |
| AMERICAN FUNDS 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $85K | 0.7% | |
| AMERICAN FUNDS 2015 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $59K | 0.5% | |
| SELECT AA MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $57K | 0.5% | |
| AMERICAN FUNDS 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $29K | 0.3% | |
| SELECT AA GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $20K | 0.2% | |
| VANGUARD TOTAL BOND MARKET INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $10K | <0.1% | |
| VANGUARD TOTAL INTL STOCK INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS 2010 JOHN HANCOCK USA · EIN 01-0233346 / PN 009 | Pooled Separate Account | — | — | $771 | <0.1% |
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