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Original filing (PDF)20250912102524NAL0000729459001
MCARTHUR NEXT, LLC
Form 5500
FILING_RECEIVED
MCARTHUR NEXT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holding~473 bps in Sched C fees
Active participants
220
Accounts w/ balance
204
Plan assets (EOY)
$423K
Net assets (EOY)
$417K
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund" is 31% of plan.
- 473 bps in Schedule C fees — 200% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCARTHUR NEXT, LLC.
Plan sponsor
Name
MCARTHUR NEXT, LLC
EIN
85-0774145
Address
6851 NORTHEAST 2ND AVENUE · MIAMI, FL · 33138
Phone
(609) 499-3601
Industry
Manufacturingsee 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
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HERBEIN & COMPANY, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $20K | — |
Investments
13 direct securities· $423K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund | — | — | — | $133K | 31.4% | |
| Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund | — | — | — | $77K | 18.1% | |
| Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund | — | — | — | $51K | 12.0% | |
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | — | — | — | $41K | 9.6% | |
| Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund | — | — | — | $35K | 8.4% | |
| Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund | — | — | — | $32K | 7.6% | |
| Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund | — | — | — | $17K | 4.0% | |
| Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund | — | — | — | $13K | 3.1% | |
| Schwab S&P 500 Index Fund Mutual Fund | — | — | — | $8K | 2.0% | |
| Maturity: 2025 - 2029 - 0 - | — | — | — | $7K | 1.7% | |
| Vanguard Target Retirement 2065 Fund Investor Shares Mutual Fund | — | — | — | $4K | 1.0% | |
| Franklin Small Cap Value Fund Class R6 Mutual Fund ** 37 American Funds Balanced R6 Mutual Fund ** 19 American New Perspective Fund Class R6 Mutual Fund | — | — | — | $3K | 0.6% | |
| Baird Mid Cap Growth Fund Institutional Class Mutual Fund ** 38 Treasury Obligations Fund Mutual Fund ** 54 Invesco Developing Markets Fund Class R6 Mutual Fund ** 19 MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual Fund | — | — | — | $3K | 0.6% |
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