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Original filing (PDF)20251007140007NAL0002726723001
MCDERMOTT INVESTMENTS
Form 5500
FILING_RECEIVED
MCDERMOTT SAVINGS PLAN
401(k) retirement plan
Active participants
5,104
Accounts w/ balance
8,951
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
17 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCDERMOTT INVESTMENTS.
Plan sponsor
Name
MCDERMOTT INVESTMENTS
EIN
74-1032246
Address
915 N ELDRIDGE PARKWAY · HOUSTON, TX · 77079
Phone
(281) 870-5243
Industry
Constructionsee all
Plan administrator
Name
MCDERMOTT THRIFT PLAN ADMINISTRATIVE COMMITTEE
EIN
72-0831725
City
HOUSTON, TX
Phone
(281) 870-5243
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$375K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $175K | — |
| MERCER INVESTMENT LLC | 13-2834414 | — | CONSULTANT | $129K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALVETTI FERGUSON, P.C. | 13-4255527 | — | ACCOUNTANT/AUDITOR | $30K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ESLER & VANDERSCHAAFF CO., L.P.A. | 31-1399107 | — | ATTORNEY/LEGAL | $33K | — |
Investments
12 direct securities · 17 pooled funds· $1.7B(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
$932.7M
17 holdings
Uncategorized
$744.0M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity ϱϬϬ/ŶĚĞdž&ƵŶĚо/ŶƐƚ͘WƌĞŵŝƵŵůĂƐƐ (i) | — | — | — | $203.8M | 15.1% | |
| T. Rowe Price Large-Cap Growth Trust (i) | — | — | — | $191.0M | 14.1% | |
| TRP LG CP GR TR C T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $191.0M | 14.1% | |
| VANG RET SVGS TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $132.3M | 9.8% | |
| Vanguard Retirement Savings Trust II (i) | — | — | — | $132.3M | 9.8% | |
| TRP NEW HORIZONS A T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 014 | Common Collective Trust | — | — | $91.7M | 6.8% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $67.5M | 5.0% | |
| Invesco Diversified Dividend Fund R5 Class (i) | — | — | — | $64.9M | 4.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $64.4M | 4.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $64.0M | 4.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $63.0M | 4.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $58.0M | 4.3% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $49.6M | 3.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $43.5M | 3.2% | |
| Fidelity džƚĞŶĚĞĚDĂƌŬĞƚ/ŶĚĞdž&ƵŶĚо/ŶƐƚ͘WƌĞŵŝƵŵůĂƐƐ (i) | — | — | — | $35.3M | 2.6% | |
| American Funds EuroPacific Growth Fund Class R-5E (i) | — | — | — | $34.5M | 2.5% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $31.5M | 2.3% | |
| WT SMALL CAP VALUE WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 022 | Common Collective Trust | — | — | $27.4M | 2.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $26.2M | 1.9% | |
| Fidelity dŽƚĂů/ŶƚĞƌŶĂƚŝŽŶĂů/ŶĚĞdž&ƵŶĚо/ŶƐƚ͘WƌĞŵŝƵŵůĂƐƐ (i) | — | — | — | $24.4M | 1.8% | |
| Fidelity Brokerage Link (i) | — | — | — | $24.1M | 1.8% | |
| Fidelity U.S. Bond Index Fund − Inst. Premium Class (i) | — | — | — | $18.1M | 1.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $16.8M | 1.2% | |
| Vanguard Inflation-Protected Securities Fund Institutional (i) | — | — | — | $8.4M | 0.6% | |
| Participant loans Varying maturities through 2034, bearing interest at 4.25% to 10.50%. -0- | — | — | — | $6.3M | 0.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $4.1M | 0.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.1% | |
| Vanguard Federal Money Market (i) | — | — | — | $889K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% |
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