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Original filing (PDF)20251013124729NAL0001983008001
MCCONNELL & JONES LLP
Form 5500
FILING_RECEIVED
MCCONNELL & JONES LLP 401(K) PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
184
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
51 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCONNELL & JONES LLP.
Plan sponsor
Name
MCCONNELL & JONES LLP
EIN
76-0488832
Address
4828 LOOP CENTRAL DRIVE · SUITE 1000 · HOUSTON, TX · 77081
Phone
(713) 968-1611
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DAVID P. CHANEY, CPA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID P CHANEY, CPA, P.C. | 26-0010591 | — | ACCOUNTANT/AUDITOR | $9K | — |
Investments
50 direct securities· $25.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds JPM LG CAP GROWTH R6 - | — | — | — | $2.0M | 13.6% | |
| American Funds Af Trgt Date 2020 R6 - | — | — | — | $1.6M | 11.1% | |
| American Funds JPM LG CAP GROWTH R6 - | — | — | — | $1.4M | 9.8% | |
| American Funds Af Trgt Date 2035 R6 - | — | — | — | $1.4M | 9.8% | |
| American Funds Af Trgt Date 2020 R6 - | — | — | — | $1.4M | 9.6% | |
| American Funds Af Trgt Date 2035 R6 - | — | — | — | $1.3M | 8.9% | |
| American Funds Af Trgt Date 2030 R6 - | — | — | — | $1.2M | 8.0% | |
| American Funds Af Trgt Date 2010 R6 - | — | — | — | $1.1M | 7.6% | |
| American Funds Af Trgt Date 2010 R6 - | — | — | — | $1.1M | 7.4% | |
| Fidelity Fid 500 Index - | — | — | — | $895K | 6.1% | |
| American Funds Af Trgt Date 2045 R6 - | — | — | — | $770K | 5.2% | |
| Vanguard Vang Equity Inc Adm - | — | — | — | $719K | 4.9% | |
| Fidelity Fid Mid Cap Idx - | — | — | — | $695K | 4.7% | |
| American Funds Af Trgt Date 2050 R6 - | — | — | — | $654K | 4.5% | |
| Fidelity Fid 500 Index - | — | — | — | $614K | 4.2% | |
| American Funds Af Trgt Date 2045 R6 - | — | — | — | $609K | 4.1% | |
| Fidelity Fid Mid Cap Idx - | — | — | — | $571K | 3.9% | |
| Vanguard Vang Equity Inc Adm - | — | — | — | $569K | 3.9% | |
| American Funds Af Trgt Date 2050 R6 - | — | — | — | $537K | 3.7% | |
| American Funds Af Trgt Date 2060 R6 - | — | — | — | $526K | 3.6% | |
| Fidelity Fid Govt Mmkt - | — | — | — | $467K | 3.2% | |
| Fidelity Fid Intl Index - | — | — | — | $445K | 3.0% | |
| American Funds Af Trgt Date 2055 R6 - | — | — | — | $392K | 2.7% | |
| Fidelity Fid Govt Mmkt - | — | — | — | $392K | 2.7% | |
| American Funds Af Trgt Date 2040 R6 - | — | — | — | $392K | 2.7% | |
| Fidelity Fid Intl Index - | — | — | — | $384K | 2.6% | |
| American Funds Af Trgt Date 2060 R6 - | — | — | — | $374K | 2.5% | |
| American Funds Af Trgt Date 2040 R6 - | — | — | — | $371K | 2.5% | |
| American Funds Af Trgt Date 2055 R6 - | — | — | — | $362K | 2.5% | |
| American Funds Af Trgt Date 2025 R6 - | — | — | — | $311K | 2.1% | |
| American Funds Af Trgt Date 2025 R6 - | — | — | — | $276K | 1.9% | |
| Participant loans 5.25% - 7.00% | — | — | — | $232K | 1.6% | |
| Fidelity Fid Sm Cap Idx - | — | — | — | $229K | 1.6% | |
| Fidelity Fid Sm Cap Idx - | — | — | — | $176K | 1.2% | |
| Vanguard Vang St Bond Idx Adm - | — | — | — | $158K | 1.1% | |
| American Funds Af Trgt Date 2065 R6 - | — | — | — | $147K | 1.0% | |
| Vanguard Vang St Bond Idx Adm - | — | — | — | $132K | 0.9% | |
| Participant loans 5.25% - 7.00% | — | — | — | $120K | 0.8% | |
| American Funds Af Trgt Date 2065 R6 - | — | — | — | $79K | 0.5% | |
| American Funds Af Trgt Date 2015 R6 - | — | — | — | $60K | 0.4% | |
| T. Rowe Price Trp Overseas Stock I - | — | — | — | $54K | 0.4% | |
| T. Rowe Price Trp Overseas Stock I - | — | — | — | $43K | 0.3% | |
| American Funds Af Trgt Date 2015 R6 - | — | — | — | $32K | 0.2% | |
| Fidelity Fid Us Bond Idx - | — | — | — | $29K | 0.2% | |
| Fidelity Fid Us Bond Idx - | — | — | — | $23K | 0.2% | |
| Parties in borrower, lessor, maturity date, rate of interest, collateral, interest or similar party par, or maturity value Cost Current value Pimco Income Inst - | — | — | — | $6K | <0.1% | |
| Parties in borrower, lessor, maturity date, rate of interest, collateral, interest or similar party par, or maturity value Cost Current value Pimco Income Inst - | — | — | — | $6K | <0.1% | |
| Allspring As Core Bond R6 - | — | — | — | $2K | <0.1% | |
| Allspring As Core Bond R6 - | — | — | — | $2K | <0.1% | |
| American Funds Af Balanced R6 - | — | — | — | $1K | <0.1% |