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Original filing (PDF)20251001100930NAL0005865187001
FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC.
Form 5500
FILING_RECEIVED
FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
183
Accounts w/ balance
183
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
22 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC..
Plan sponsor
Name
FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC.
EIN
62-1524828
Address
2300 CHARLOTTE AVENUE, SUITE 103 · NASHVILLE, TN · 37203
Phone
(615) 329-9902
Industry
Arts, Entertainment, Recreationsee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LBMC PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL ADVISORS LLC | 46-1803145 | — | ADVISOR | $40K | — |
Investments
22 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fdm Idx 2035 IPR | — | — | — | $3.0M | 19.0% | |
| Fidelity Fdm Idx 2050 IPR | — | — | — | $2.2M | 14.2% | |
| Fidelity Fdm Idx 2040 IPR | — | — | — | $2.0M | 12.5% | |
| Fidelity Fdm Idx 2055 IPR | — | — | — | $1.5M | 9.5% | |
| Fidelity 500 Index | — | — | — | $1.4M | 9.1% | |
| Fidelity Fdm Idx 2045 IPR | — | — | — | $1.4M | 8.7% | |
| Fidelity Total Mkt Idx | — | — | — | $910K | 5.8% | |
| Fidelity Fdm Idx 2060 IPR | — | — | — | $769K | 4.9% | |
| Fidelity Fdm Idx 2025 IPR | — | — | — | $464K | 2.9% | |
| Fidelity Fdm Idx 2030 IPR | — | — | — | $449K | 2.9% | |
| Fidelity Mid-Cap Idx | — | — | — | $282K | 1.8% | |
| Fidelity Fdm Idx 2065 Inv | — | — | — | $268K | 1.7% | |
| Vanguard FSTE Soc Idx Adm | — | — | — | $190K | 1.2% | |
| Fidelity Fdm Idx 2020 IPR | — | — | — | $171K | 1.1% | |
| Fidelity BROKERAGELINK | — | — | — | $148K | 0.9% | |
| Fidelity Small-Cap Idx | — | — | — | $133K | 0.8% | |
| dates through August 2029 - | — | — | — | $127K | 0.8% | |
| Gabelli US MM I | — | — | — | $123K | 0.8% | |
| Vanguard Tot Intl Stk Ad | — | — | — | $116K | 0.7% | |
| Fidelity Fdm Idx 2015 IPR | — | — | — | $76K | 0.5% | |
| Vanguard Tot Bd Mkt Adm | — | — | — | $34K | 0.2% | |
| Vanguard St Bond Idx Adm | — | — | — | $10K | <0.1% |
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