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Original filing (PDF)20250731072102NAL0002404403001
MCCOY CORPORATION
Form 5500
FILING_RECEIVED
MCCOY 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,624
Accounts w/ balance
2,957
Plan assets (EOY)
$98.2M
Net assets (EOY)
$98.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 MCCOY CORPORATION.
Plan sponsor
Name
MCCOY CORPORATION
EIN
74-1542718
Address
1350 IH 35 NORTH · SAN MARCOS, TX · 78666
Phone
(512) 395-6644
Industry
Retail 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LOLLEY & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $177K | — |
| NFP RETIREMENT INC. | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
Investments
27 direct securities · 1 pooled fund· $178.7M(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
$98.2M
27 holdings
Pooled Separate Account
$80.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $80.6M | 82.1% | |
| Voya Fixed Account A Insurance Company General Account | — | — | — | $14.3M | 14.6% | |
| Large Cap Growth Fund II I1 Common Collective Trust | — | — | — | $12.1M | 12.3% | |
| JPMorgan Equity Income Fund R6 Registered Investment Company | — | — | — | $6.1M | 6.3% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $5.8M | 6.0% | |
| BlkRck LifePath Ind 2045 Fd K Registered Investment Company | — | — | — | $5.5M | 5.6% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $5.5M | 5.6% | |
| BlkRck LifePath Ind 2060 Fd K Registered Investment Company | — | — | — | $5.0M | 5.1% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $4.5M | 4.6% | |
| BlkRck LifePath Ind Ret Fd K Registered Investment Company | — | — | — | $4.3M | 4.4% | |
| BlkRck LifePath Ind 2055 Fd K Registered Investment Company | — | — | — | $4.1M | 4.2% | |
| BlkRck LifePath Ind 2030 Fd K Registered Investment Company | — | — | — | $3.8M | 3.8% | |
| BlkRck LifePath Ind 2035 Fd K Registered Investment Company | — | — | — | $3.6M | 3.7% | |
| Participant Loans Rates 4.25% to 8.50% | — | — | — | $3.3M | 3.4% | |
| BlkRck LifePath Ind 2040 Fd K Registered Investment Company | — | — | — | $3.2M | 3.3% | |
| BlkRck LifePath Ind 2065 Fd K Registered Investment Company | — | — | — | $3.0M | 3.1% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | — | $2.8M | 2.8% | |
| BlkRck LifePath Ind 2050 Fd K Registered Investment Company | — | — | — | $2.7M | 2.8% | |
| GG EuroPacific Growth Trust R1 Common Collective Trust | — | — | — | $1.6M | 1.6% | |
| Vangrd Small-Cap Index Fund Adm Registered Investment Company | — | — | — | $1.5M | 1.5% | |
| Fidelity Intl Bond Index Fd Registered Investment Company | — | — | — | $1.2M | 1.2% | |
| Vanguard Real Estate Indx Adm Registered Investment Company | — | — | — | $1.2M | 1.2% | |
| DFA US Targeted VI Port Ins Registered Investment Company | — | — | — | $1.2M | 1.2% | |
| VVIF-Small Company Growth Port Registered Investment Company | — | — | — | $605K | 0.6% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $598K | 0.6% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $365K | 0.4% | |
| Vangrd Ultra Shrt Trm Bd Adm Registered Investment Company | — | — | — | $271K | 0.3% | |
| Voya Gov Money Market Port I Registered Investment Company | — | — | — | $17K | <0.1% |