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Original filing (PDF)20250715152412NAL0001424435001
MCBRAYER PLLC
Form 5500
FILING_RECEIVED
MCBRAYER 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
155
Plan assets (EOY)
$26.6M
Net assets (EOY)
$26.6M
How this plan invests
This plan
29 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)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCBRAYER PLLC.
Plan sponsor
Name
MCBRAYER PLLC
EIN
61-1050158
Address
201 EAST MAIN ST STE 900 · LEXINGTON, KY · 40507
Phone
(859) 231-8780
Industry
Law Offices· Professional & Technical Servicessee 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
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
DEMING, MALONE, LIVESAY & OSTROFF
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities · 29 pooled funds· $26.6M(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
$22.9M
29 holdings
Uncategorized
$3.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 012 | Common Collective Trust | — | — | $5.7M | 21.6% | |
| ABA MEM. MERCER COLL. TRUST SELF-MANAGED BROKERAGE ACCOUNT | — | — | — | $3.4M | 12.9% | |
| MODERATE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 008 | Common Collective Trust | — | — | $2.4M | 9.0% | |
| CONSERVATIVE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 007 | Common Collective Trust | — | — | $2.1M | 8.0% | |
| 2040 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 005 | Common Collective Trust | — | — | $1.8M | 6.7% | |
| 2035 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 026 | Common Collective Trust | — | — | $1.8M | 6.7% | |
| ALL CAP INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 016 | Common Collective Trust | — | — | $1.7M | 6.3% | |
| SMALL-MID CAP INDEX EQUITY R2 MTC COLL. TRUST · EIN 04-6691601 / PN 030 | Common Collective Trust | — | — | $1.1M | 4.2% | |
| 2045 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 027 | Common Collective Trust | — | — | $831K | 3.1% | |
| 2030 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 004 | Common Collective Trust | — | — | $677K | 2.5% | |
| AGGRESSIVE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $527K | 2.0% | |
| INTERNATIONAL INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 018 | Common Collective Trust | — | — | $466K | 1.7% | |
| 2060 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 029 | Common Collective Trust | — | — | $419K | 1.6% | |
| SMALL-MID CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 014 | Common Collective Trust | — | — | $365K | 1.4% | |
| BOND INDEX FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 021 | Common Collective Trust | — | — | $343K | 1.3% | |
| 2020 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 003 | Common Collective Trust | — | — | $332K | 1.2% | |
| 2050 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 006 | Common Collective Trust | — | — | $317K | 1.2% | |
| 2025 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 025 | Common Collective Trust | — | — | $280K | 1.1% | |
| POST RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 002 | Common Collective Trust | — | — | $271K | 1.0% | |
| INTNL ALL CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 017 | Common Collective Trust | — | — | $255K | 1.0% | |
| STABLE ASSET RETURN FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $250K | 0.9% | |
| ABA MEM. MERCER COLL. TRUST LOAN FUND | — | — | — | $243K | 0.9% | |
| DIVERSIFIED GROWTH FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $236K | 0.9% | |
| 2055 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 028 | Common Collective Trust | — | — | $212K | 0.8% | |
| REAL ASSET RETURN FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $207K | 0.8% | |
| BOND CORE PLUS FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 020 | Common Collective Trust | — | — | $181K | 0.7% | |
| ALTERNATIVE ALPHA FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 024 | Common Collective Trust | — | — | $118K | 0.4% | |
| CAPITAL PRESERVATION FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| INCOME FOCUSED FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| INFLATION PROTECTION FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
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