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Original filing (PDF)20251015091615NAL0005775456001
MCCRAW OIL/KWIK CHEK
Form 5500
FILING_RECEIVED
MCCRAW OIL/KWIK CHEK 401(K) PLAN
401(k) retirement plan
Active participants
948
Accounts w/ balance
184
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
6 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
65
Knocking points off
- Only 19% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCRAW OIL/KWIK CHEK.
Plan sponsor
Name
MCCRAW OIL/KWIK CHEK
EIN
75-1622292
Address
PO BOX 220 · BONHAM, TX · 75418
Phone
(903) 583-7484
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
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
J TAYLOR AND ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $20K | — |
Investments
27 direct securities · 6 pooled funds· $9.9M(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
$8.5M
27 holdings
Common Collective Trust
$1.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | — | — | — | $1.9M | 21.0% | |
| Fidelity Government Money Market Fund - Class K6 | — | — | — | $1.4M | 16.0% | |
| American Funds 2015 Target Date Retirement | — | — | — | $890K | 9.8% | |
| American Funds 2035 Target Date Retirement | — | — | — | $848K | 9.4% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $848K | 9.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $797K | 8.8% | |
| Fidelity International Index Fund | — | — | — | $583K | 6.4% | |
| Fidelity Low-Priced Stock K6 Fund | — | — | — | $374K | 4.1% | |
| American Funds 2060 Target Date Retirement | — | — | — | $291K | 3.2% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $266K | 2.9% | |
| American Funds Bond FD American Retirement | — | — | — | $262K | 2.9% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $243K | 2.7% | |
| American Funds 2065 Target Date Retirement | — | — | — | $227K | 2.5% | |
| Fidelity U.S. Mid Cap Index Fund | — | — | — | $187K | 2.1% | |
| Great Gray EuroPacific Growth Trust Class R1 | — | — | — | $150K | 1.7% | |
| American Funds New World Fund | — | — | — | $130K | 1.4% | |
| Ml D CAP GROWTH R1 | — | — | — | $108K | 1.2% | |
| Clearbridge Large Cap Growth | — | — | — | $71K | 0.8% | |
| American Funds 2040 Target Date Retirement | — | — | — | $62K | 0.7% | |
| Fidelity 500 Index Fund | — | — | — | $53K | 0.6% | |
| American Funds 2050 Target Date Retirement | — | — | — | $53K | 0.6% | |
| American Funds Washington Mutual Investors | — | — | — | $24K | 0.3% | |
| STABLE VALUE FUND R1 | — | — | — | $22K | 0.2% | |
| American Funds 2030 Target Date Retirement | — | — | — | $17K | 0.2% | |
| SMALL CAP GR | — | — | — | $16K | 0.2% | |
| American Funds 2010 Target Date Retirement | — | — | — | $15K | 0.2% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| American Funds 2055 Target Date Retirement | — | — | — | $12K | 0.1% | |
| American Funds 2045 Target Date Retirement | — | — | — | $3K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds 2025 Target Date Retirement | — | — | — | $613 | <0.1% | |
| American Funds 2020 Target Date Retirement | — | — | — | $2 | <0.1% | |
| WA CORE BOND CIT U GREAT GRAY TRUST COMPANY, LLC · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $0 | <0.1% |
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