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Original filing (PDF)20250401114338NAL0003983971001
MCKEE FOODS CORPORATION
Form 5500
FILING_RECEIVED
MCKEE FOODS RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
7,041
Accounts w/ balance
8,008
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 142% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCKEE FOODS CORPORATION.
Plan sponsor
Name
MCKEE FOODS CORPORATION
EIN
62-0450611
Address
P.O. BOX 750 · COLLEGEDALE, TN · 373150750
Phone
(423) 238-7111
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $652K | — |
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $278K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $89K | — |
| NEW ENGLAND PENSION CONSULTANTS,INC | 04-2927339 | — | NONE | $86K | — |
| NORTH PIER FIDUCIARY MANAGEMEN | 26-3521867 | — | NONE | $82K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $14K | — |
| EVERGREEN ADVISORS LLC | 80-0270035 | — | NONE | $12K | — |
Investments
3 pooled funds· $18.9M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| UTC NA WP STR TRGT RISK MODERAT CIF UNIFIED TRUST COMPANY, N.A. · EIN 27-7085274 / PN 205 | Common Collective Trust | $15.8M | 1.6% |
| UTC NA WP STR TRGT RISK GROWTH CIF UNIFIED TRUST COMPANY, N.A. · EIN 27-7085274 / PN 204 | Common Collective Trust | $2.2M | 0.2% |
| UTC NA WP STR TRGT RISK CONSERV CIF UNIFIED TRUST COMPANY, N.A. · EIN 27-7085274 / PN 203 | Common Collective Trust | $879K | <0.1% |