How big is McClone Construction Company, LLC's plan?

McClone Construction Company, LLC's plan reported $18.8M in assets and 173 participants for 2024.

Original filing (PDF)20251009160052NAL0011825360001

McClone Construction Company, LLC

Name: McClone Construction Company, LLC — McClone Construc, Form 5500 (2024)
Creator: McClone Construction Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

McClone Construction Company 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · McClone Construction Company, LLC's McClone Construction Company 401(k) Profit Sharing Plan & Trust held $18.8M in plan assets for 173 participants in 2024, with Newport Group as recordkeeper.

Signals · 1

26% in single holding

Active participants

173

Accounts w/ balance

230

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

People on this filing

Corey Martin signed McClone Construction Company, LLC's 2024 Form 5500 as plan administrator.

Corey Martin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McClone Construction Company, LLC's EIN is 68-0300753.

EIN 68-0300753

Plan number 001

Plan year 2024

ACK ID 20251009160052NAL0011825360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McClone Construction Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McClone Construction Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCLONE CONSTRUCTION COMPANY, LLC.

Finding similar companies…

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MCCLONE CONSTRUCTION COMPANY, LLC

EIN

all filings

Address

5170 HILLSDALE CIRCLE · SUITE B · EL DORADO HILLS, CA · 95762

Phone

(916) 358-5495

Industry

Plumbing, Heating, AC Contractors· Construction

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$31K	—

Investments

33 direct securities· $18.8M(100% of reported assets)

Common Collective Trusts

$10.2M

12 holdings

Mutual Funds

$6.3M

16 holdings

Other securities

$1.7M

3 holdings

Bonds / Notes

$334K

1 holding

Common Stocks

$264K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.8M	25.6%
Vanguard Equity-Income Fund Mutual Fund	Mutual Funds	—	—	$1.4M	7.3%
JP Morgan Core Plus Bond Fund Mutual Fund	Other securities	—	—	$1.2M	6.5%
Vanguard Developed Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	6.0%
Vanguard Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$909K	4.8%
Vanguard Information Technology Index Fund Mutual Fund	Common Collective Trusts	—	—	$893K	4.7%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$884K	4.7%
Vanguard International Growth Fund Mutual Fund	Mutual Funds	—	—	$833K	4.4%
American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$628K	3.3%
Vanguard Mid-Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$609K	3.2%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$577K	3.1%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$530K	2.8%
Calvert Equity Fund Mutual Fund	Other securities	—	—	$416K	2.2%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$413K	2.2%
Vanguard Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$402K	2.1%
Vanguard Mid-Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$340K	1.8%
Participant Loans/Notes receivable from Interest rates from 4.25% to 10.50%	Bonds / Notes	—	—	$334K	1.8%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$296K	1.6%
Vanguard Explorer Fund Mutual Fund	Mutual Funds	—	—	$286K	1.5%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$268K	1.4%
JP Morgan US Small Cap Company Fund Mutual Fund	Common Stocks	—	—	$264K	1.4%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$252K	1.3%
Vanguard Treasury Money Market Fund Mutual Fund	Mutual Funds	—	—	$227K	1.2%
Vanguard Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$213K	1.1%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$191K	1.0%
DFA Real Estate Securities Fund Mutual Fund	Mutual Funds	—	—	$155K	0.8%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$105K	0.6%
Vanguard Intermediate-Term Treasury Index Fund Mutual Fund	Common Collective Trusts	—	—	$76K	0.4%
Vanguard Short-Term Investment Grade Fund Mutual Fund	Mutual Funds	—	—	$64K	0.3%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$50K	0.3%
American Century Emerging Markets Fund Mutual Fund	Other securities	—	—	$47K	0.3%
Vanguard Short-Term Treasury Index Fund Mutual Fund	Common Collective Trusts	—	—	$26K	0.1%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%