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Original filing (PDF)20251015081451NAL0008625346001
MCKINLEY PAPER COMPANY
Form 5500
FILING_RECEIVED
MCKINLEY PAPER COMPANY WASHINGTON MILL 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
83
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCKINLEY PAPER COMPANY.
Plan sponsor
Name
MCKINLEY PAPER COMPANY
EIN
85-0403462
Address
COUNTY ROAD 19 · P.O. BOX 100 · PREWITT, NM · 87045
Phone
(505) 972-2190
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNCAN & HALEY LTD | 02-0532349 | SEATTLE, WA | NONE | $20K | — |
| NW INVESTMENT CONSULTING DBA NWPS | 91-2090931 | — | NONE | $16K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $5K | — |
Investments
11 direct securities · 1 pooled fund· $6.8M(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
$5.8M
11 holdings
Common Collective Trust
$993K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund Mutual fund | — | — | — | $1.4M | 19.8% | |
| GALLIARD WELLS FARGO STABLE VALUE WELLS FARGO · EIN 94-3371778 / PN 001 | Common Collective Trust | — | — | $993K | 14.5% | |
| Columbia Dividend Income Fund Mutual fund | — | — | — | $688K | 10.1% | |
| Vanguard 500 Index Fund Mutual fund | — | — | — | $683K | 10.0% | |
| Victory Sycamore Established Value Fund Mutual fund | — | — | — | $598K | 8.8% | |
| American Funds EuroPacific Growth Fund Mutual fund | — | — | — | $519K | 7.6% | |
| American Funds High Income Trust Fund Mutual fund | — | — | — | $503K | 7.4% | |
| Prudential Jennison Mid Cap Growth Fund Mutual fund | — | — | — | $425K | 6.2% | |
| Columbia Small Cap Index Fund Mutual fund | — | — | — | $414K | 6.1% | |
| Prudential Total Return Bond Fund Mutual fund | — | — | — | $363K | 5.3% | |
| American Funds Capital World Growth Fund Mutual fund | — | — | — | $208K | 3.0% | |
| Vanguard REIT Index Fund Mutual fund | — | — | — | $79K | 1.2% |