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Original filing (PDF)20250821155228NAL0004406641001
MCILHENNY COMPANY
Form 5500
FILING_RECEIVED
MCILHENNY COMPANY TAX-DEFERRED SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
268
Accounts w/ balance
294
Plan assets (EOY)
$40.5M
Net assets (EOY)
$40.5M
How this plan invests
This plan
21 pooled trusts
Schedule D
32 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCILHENNY COMPANY.
Plan sponsor
Name
MCILHENNY COMPANY
EIN
72-0256940
Address
HIGHWAY 329 · AVERY ISLAND, LA · 70513
Phone
(337) 365-8173
Industry
Manufacturingsee 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
2025-08-21
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
DARNALL SIKES GARDES & FREDERICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $85K | — |
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | SERVICE PROVIDER | $0 | — |
Investments
15 direct securities · 21 pooled funds· $40.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$29.2M
21 holdings
Uncategorized
$11.2M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $6.3M | 15.6% | |
| T. Rowe Price (a) TRowePrc Blue Chip Growth Fund I | — | — | — | $5.0M | 12.3% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $4.4M | 10.8% | |
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $3.1M | 7.6% | |
| BLACKROCK EQUITY INDEX FUND - CLASS WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.1M | 7.6% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $2.8M | 6.9% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $2.6M | 6.3% | |
| Fixed Account * Voya Fixed Account (a) Voya | — | — | — | $2.2M | 5.4% | |
| Vanguard (a) Vanguard Equity Income Fund Adm | — | — | — | $2.1M | 5.2% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $1.9M | 4.6% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $1.7M | 4.2% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| Participant Loans Interest rates at 4.25% - 9.50% -0- | — | — | — | $534K | 1.3% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $383K | 0.9% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $341K | 0.8% | |
| Black Rock (a) BlackRock High Yield Bond Port K | — | — | — | $256K | 0.6% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $251K | 0.6% | |
| BLACKROCK U.S. DEBT INDEX FUND - CL WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $234K | 0.6% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $224K | 0.6% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $187K | 0.5% | |
| PGIM Total Return Bond Fd R6 | — | — | — | $185K | 0.5% | |
| JP Morgan (a) JPMorgan Small Cap Growth Fund R6 | — | — | — | $166K | 0.4% | |
| Fidelity (a) Fidelity Mid Cap Index Fd | — | — | — | $140K | 0.3% | |
| MYCOMPASS INDEX CONSERVATIVE 2065 F WILMINGTON TRUST, N.A. · EIN 38-7271386 / PN 797 | Common Collective Trust | — | — | $137K | 0.3% | |
| Thornburg (a) Thornburg International Value Fnd R6 | — | — | — | $134K | 0.3% | |
| PIMCO (a) PIMCO Income Fund Inst | — | — | — | $134K | 0.3% | |
| American Century (a) Amer Cent Mid Cap Value Fund R6 | — | — | — | $121K | 0.3% | |
| BLACKROCK EAFE EQUITY INDEX FUND - WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $117K | 0.3% | |
| Fidelity (a) Fidelity Sm Cp Ind Fund | — | — | — | $101K | 0.2% | |
| Black Rock (a) BlackRock Mid-Cap Growth Eq Port Cl K | — | — | — | $89K | 0.2% | |
| Franklin (a) Franklin Small Cap Value Fund R6 | — | — | — | $28K | <0.1% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) (a) Voya | — | — | — | $9K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2025 FUN WILMINGTON TRUST, N.A. · EIN 38-4097327 / PN 473 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2025 F WILMINGTON TRUST, N.A. · EIN 38-4097337 / PN 483 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4097332 / PN 478 | Common Collective Trust | — | — | $0 | <0.1% |