MCCONNELL & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
180
Accounts w/ balance
199
Plan assets (EOY)
$12.4M
Net assets (EOY)
$11.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
Above-average plan
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.
Compliance & integrity
80
Total plan cost
100
Plan health
41
Vendor & structure
100
Knocking points off
100% of assets in employer securities (concentration risk).
Bottom-decile employer contributions per participant (7th percentile).
Helping the score
Below-peer total plan cost (99th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCONNELL COMPANIES, INC.
