Back to filter
Original filing (PDF)20250914083424NAL0000137555001
MCGEORGE CONTRACTING CO., INC.
Form 5500
FILING_RECEIVED
MCGEORGE CONTRACTING CO., INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
532
Accounts w/ balance
791
Plan assets (EOY)
$95.6M
Net assets (EOY)
$95.6M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGEORGE CONTRACTING CO., INC..
Plan sponsor
Name
MCGEORGE CONTRACTING CO., INC.
EIN
71-0207991
Address
P.O. BOX 7008 · PINE BLUFF, AR · 71611
Phone
(870) 534-7120
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $4K | — |
| HOGAN TAYLOR, LLP | 73-1413977 | — | SERVICE PROVIDER | $4K | — |
| FRIDAY ELDREDGE AND CLARK LLP | 71-0253637 | — | SERVICE PROVIDER | $460 | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
42 direct securities · 1 pooled fund· $231.5M(100% 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.
Uncategorized
$142.7M
42 holdings
Pooled Separate Account
$88.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $88.9M | 92.9% | |
| Voya Retirement Insurance & Annuity Company (Voya) Stable Value Option | — | — | — | $28.3M | 29.5% | |
| Voya American Funds Fundamental Investors | — | — | — | $11.8M | 12.4% | |
| American Funds Fdmntl Inv R6 Registered Investment Company | — | — | — | $11.8M | 12.4% | |
| Voya JPMorgan Large Cap Growth Fund | — | — | — | $9.5M | 10.0% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $9.5M | 10.0% | |
| Voya Vanguard Target Retirement 2035 Fund | — | — | — | $5.0M | 5.2% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $5.0M | 5.2% | |
| Voya Vanguard Target Retirement 2045 Fund | — | — | — | $4.5M | 4.7% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $4.5M | 4.7% | |
| Voya Vanguard Target Retirement 2055 Fund | — | — | — | $4.0M | 4.2% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $4.0M | 4.2% | |
| with various maturities - | — | — | — | $3.5M | 3.7% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | — | — | — | $3.5M | 3.7% | |
| Voya American Funds The Income Fund of America | — | — | — | $3.1M | 3.2% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $3.0M | 3.1% | |
| Voya Vanguard Target Retirement 2060 Fund | — | — | — | $3.0M | 3.1% | |
| Voya DFA U.S. Small Cap Portfolio | — | — | — | $2.5M | 2.6% | |
| Voya American Funds EuroPacific Growth Fund | — | — | — | $2.1M | 2.2% | |
| Voya Vanguard 500 Index Fund | — | — | — | $2.1M | 2.2% | |
| Voya Vanguard Target Retirement 2025 Fund | — | — | — | $1.8M | 1.9% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $1.8M | 1.9% | |
| Voya Vanguard Target Retirement 2050 Fund | — | — | — | $1.7M | 1.8% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $1.7M | 1.8% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $1.5M | 1.6% | |
| Voya American Funds New Perspective | — | — | — | $1.5M | 1.6% | |
| Voya ClearBridge Mid Cap Fund | — | — | — | $1.5M | 1.5% | |
| Voya MFS Value Fund | — | — | — | $1.4M | 1.5% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $1.3M | 1.4% | |
| Voya Vanguard Target Retirement 2065 Fund | — | — | — | $1.3M | 1.4% | |
| Voya Intermediate Bond Fund | — | — | — | $1.1M | 1.1% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $904K | 0.9% | |
| Voya Vanguard Target Retirement 2040 Fund | — | — | — | $904K | 0.9% | |
| Voya Vanguard Target Retirement Income Fund | — | — | — | $852K | 0.9% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $852K | 0.9% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $500K | 0.5% | |
| Voya Vanguard Target Retirement 2030 Fund | — | — | — | $500K | 0.5% | |
| Voya Government Money Market Fund | — | — | — | $184K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $184K | 0.2% | |
| Voya Vanguard Target Retirement 2070 Fund | — | — | — | $175K | 0.2% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $175K | 0.2% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $3K | <0.1% | |
| Voya Vanguard Target Retirement 2020 Fund | — | — | — | $3K | <0.1% |