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Original filing (PDF)20250915111007NAL0000928529001
MCWANE, INC.
Form 5500
FILING_RECEIVED
MCWANE SALARIED PENSION PLAN
Defined-benefit pension plan
Signals · 3
75% in single holding~108 bps in Sched C feesNo recordkeeper disclosed
Active participants
120
Accounts w/ balance
—
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "PIMCO Long-Term Credit Bond Fund" is 75% of plan.
- 108 bps in Schedule C fees — 108% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCWANE, INC..
Plan sponsor
Name
MCWANE, INC.
EIN
63-0139000
Address
PO BOX 43327 · BIRMINGHAM, AL · 352430327
Phone
(205) 414-3100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-1520346 | DES MOINES, IA | NONE | $20K | — |
| WARREN AVERETT, LLC | 45-4084437 | BIRMINGHAM, AL | — | $17K | — |
| PBGC | 52-1042410 | WASHINGTON, DC | — | $16K | — |
Investments
3 direct securities· $4.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Long-Term Credit Bond Fund | — | — | $3.8M | $3.6M | 74.6% | |
| PIMCO Extended Duration Instl Fund | — | — | $1.2M | $1.1M | 22.2% | |
| Principal Short-Term Investment Fund SI | — | — | $154K | $154K | 3.2% |
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