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Original filing (PDF)20241007143708NAL0027705456001
MCDERMOTT INVESTMENTS, LLC
Form 5500
FILING_RECEIVED
CB&I PENSION PLAN FOR CLIVE SHOP EMPLOYEES
Defined-benefit pension plan
Signals · 1
~195 bps in Sched C fees
Active participants
42
Accounts w/ balance
—
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 195 bps in Schedule C fees — 275% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCDERMOTT INVESTMENTS, LLC.
Plan sponsor
Name
MCDERMOTT INVESTMENTS, LLC
EIN
74-1032246
Address
915 N ELDRIDGE PARKWAY · HOUSTON, TX · 77079
Phone
(281) 870-5243
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-07
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RET. INS. & ANNUITY CO. | 06-1050034 | — | NONE | $55K | — |
| MERCER | — | — | NONE | $38K | — |
| THE BANK OF NEW YORK MELL | — | — | NONE | $37K | — |
| CALVETTI FERGUSON | 13-4255527 | — | NONE | $10K | — |
Investments
8 pooled funds· $6.9M(96% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CORE BOND / PGIM FUND PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 151 | Pooled Separate Account | $2.1M | 30.1% |
| LARGE CAP VALUE/WELLINGTON PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 184 | Pooled Separate Account | $1.2M | 17.5% |
| LARGE CAP GROWTH/AMCENT PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 253 | Pooled Separate Account | $1.2M | 17.3% |
| INTERNATIONAL BLEND/WELLINGTON PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 349 | Pooled Separate Account | $934K | 13.1% |
| SMALL CAP VALUE/KENNEDY CAPIT PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 257 | Pooled Separate Account | $341K | 4.8% |
| SMALL CAP GROWTH/TIMESSQUARE PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 132 | Pooled Separate Account | $332K | 4.7% |
| MID CAP VALUE/WELLINGTON PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 187 | Pooled Separate Account | $307K | 4.3% |
| MID CAP GROWTH/ARTISAN PARTNER PRUDENTIAL RET. INS. & ANNUITY CO. · EIN 06-1050034 / PN 185 | Pooled Separate Account | $301K | 4.2% |