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Original filing (PDF)20251015084434NAL0002038627001
MCLANE COMPANY, INC.
Form 5500
FILING_RECEIVED
MCLANE COMPANY, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
21,394
Accounts w/ balance
28,461
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 126% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCLANE COMPANY, INC..
Plan sponsor
Name
MCLANE COMPANY, INC.
EIN
74-1478631
Address
P.O. BOX 6115 · TEMPLE, TX · 765036115
Phone
(254) 771-7500
Industry
Wholesale Tradesee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $1.5M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | CONSULTANT | $180K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTANT | $42K | — |
Investments
27 direct securities · 2 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.
Uncategorized
$1.5B
27 holdings
Common Collective Trust
$241.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY US BOND INDEX FUND GM MUTUAL FUNDS | — | — | $376.0M | $365.6M | 24.2% | |
| STATE STREET SP 500 INDEX NL SERIES STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $171.1M | 11.3% | |
| AMERICAN FUNDS EUROPACIFIC GM MUTUAL FUNDS | — | — | $135.1M | $136.5M | 9.1% | |
| STATE STREET S&P 500 INDEX GM COMMON / COLLECTIVE TRUSTS | — | — | $50.4M | $96.0M | 6.4% | |
| MFS VAL FD CL A GM MUTUAL FUNDS | — | — | $81.5M | $91.8M | 6.1% | |
| FIDELITY LRG CAP GRTH INDX GM MUTUAL FUNDS | — | — | $57.1M | $90.6M | 6.0% | |
| FIDELITY LARGE CAP GRTH INDX MUTUAL FUNDS | — | — | $54.1M | $86.8M | 5.8% | |
| STATE STREET S&P 500 INDEX COMMON / COLLECTIVE TRUSTS | — | — | $40.1M | $75.0M | 5.0% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $70.2M | 4.7% | |
| INVESCO STABLE VALUE TRUST COMMON / COLLECTIVE TRUSTS | — | — | $60.6M | $60.6M | 4.0% | |
| LOAN FUND LOANS | — | — | $56.0M | $56.0M | 3.7% | |
| JOHN HANCOCK DISCIPLINED GM MUTUAL FUNDS | — | — | $44.1M | $50.8M | 3.4% | |
| MFS MID-CAP GRW FD CL A GM MUTUAL FUNDS | — | — | $47.6M | $49.9M | 3.3% | |
| FIDELITY US BOND INDEX FUND MUTUAL FUNDS | — | — | $45.0M | $43.8M | 2.9% | |
| MFS NEW DISCOVERY VALUE R6 GM MUTUAL FUNDS | — | — | $38.4M | $42.4M | 2.8% | |
| EMERALD GROWTH FD CL INV GM MUTUAL FUNDS | — | — | $41.4M | $40.8M | 2.7% | |
| AMERICAN FUNDS EUROPACIFIC GRT MUTUAL FUNDS | — | — | $37.2M | $38.2M | 2.5% | |
| MFS VALUE FUND CL A MUTUAL FUNDS | — | — | $28.8M | $35.5M | 2.4% | |
| JOHN HANCOCK DISCIPLINED MUTUAL FUNDS | — | — | $22.8M | $27.3M | 1.8% | |
| METROPOLITAN WEST TOTAL I GM MUTUAL FUNDS 0 MFS MID-CAP GROWTH FD CL A MUTUAL FUNDS | — | — | $23.4M | $24.3M | 1.6% | |
| MFS NEW DISCOVERY VALUE R6 MUTUAL FUNDS | — | — | $20.6M | $22.5M | 1.5% | |
| EMERALD GROWTH FD CL INV MUTUAL FUNDS | — | — | $20.3M | $19.8M | 1.3% | |
| INVESCO STABLE VALUE TRUST GM COMMON / COLLECTIVE TRUSTS | — | — | $9.6M | $9.6M | 0.6% | |
| PIMCO INCOME FUND CL A MUTUAL FUNDS | — | — | $2.8M | $2.8M | 0.2% | |
| BLF FEDFUND MONEY MARKET | — | — | $753K | $753K | <0.1% | |
| BLF Money Fund Money Market Fund ** 818 Mutual funds Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $409K | <0.1% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $177K | <0.1% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $175K | <0.1% | |
| State Street S&P 500 Index Collective Trust | — | — | — | $171K | <0.1% |