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Original filing (PDF)20250918082444NAL0002718306001
MCGREGOR METAL HOLDINGS LLC
Form 5500
FILING_RECEIVED
MCGREGOR METALWORKING COMPANIES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
250
Accounts w/ balance
274
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
28 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 MCGREGOR METAL HOLDINGS LLC.
Plan sponsor
Name
MCGREGOR METAL HOLDINGS LLC
EIN
87-4103294
Address
2100 S YELLOW SPRINGS ST · SPRINGFIELD, OH · 455063354
Phone
(937) 328-7667
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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWODD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSOLIDATED FINANCIAL MGMT GROUP L | 31-1612116 | DUBLIN, OH | INVESTMENT ADVISOR | $17K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | 31-0800053 | DAYTON, OH | CONTRACT ADMIN | $5K | — |
Investments
28 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price 2020 Fund Mutual funds | — | — | — | $1.7M | 15.0% | |
| Insurance Company * Key Guaranteed Interest Fund Fixed income account | — | — | — | $1.3M | 11.3% | |
| T. Rowe Price Blue Chip Growth Mutual funds | — | — | — | $1.3M | 11.0% | |
| Vanguard 500 Index Mutual funds | — | — | — | $878K | 7.7% | |
| Mfs Value Mutual funds | — | — | — | $622K | 5.5% | |
| Vanguard Mid Cap Index Fund Mutual funds | — | — | — | $592K | 5.2% | |
| Vanguard Developed Markets Index Mutual funds | — | — | — | $567K | 5.0% | |
| T. Rowe Price 2055 Fund Mutual funds | — | — | — | $566K | 5.0% | |
| Vanguard Small Cap Index Mutual funds | — | — | — | $489K | 4.3% | |
| Mass Mutual and American Heritage Life insurance | — | — | — | $473K | 4.2% | |
| Vanguard GNMA Mutual funds | — | — | — | $366K | 3.2% | |
| T. Rowe Price 2040 Fund Mutual funds | — | — | — | $320K | 2.8% | |
| TCW Metwest Total Return Bond Mutual funds | — | — | — | $289K | 2.5% | |
| Pimco Income Mutual funds | — | — | — | $284K | 2.5% | |
| Cohen & Steers Real Estate Securities Mutual funds | — | — | — | $264K | 2.3% | |
| T. Rowe Price 2025 Fund Mutual funds | — | — | — | $263K | 2.3% | |
| Notes receivable from participants interest rates ranging from 4.25% to 9.5% $ - | — | — | — | $231K | 2.0% | |
| Pimco Int Bond (Usd-Hedged) Inst Mutual funds | — | — | — | $165K | 1.4% | |
| T. Rowe Price 2035 Fund Mutual funds | — | — | — | $147K | 1.3% | |
| T. Rowe Price 2050 Fund Mutual funds | — | — | — | $136K | 1.2% | |
| T. Rowe Price 2010 Fund Mutual funds | — | — | — | $134K | 1.2% | |
| T. Rowe Price 2045 Fund Mutual funds | — | — | — | $114K | 1.0% | |
| T. Rowe Price 2030 Fund Mutual funds | — | — | — | $78K | 0.7% | |
| T. Rowe Price Balanced Mutual funds | — | — | — | $59K | 0.5% | |
| Fidelity Emerging Markets Mutual funds | — | — | — | $39K | 0.3% | |
| T. Rowe Price 2015 Fund Mutual funds | — | — | — | $20K | 0.2% | |
| T. Rowe Price Retirement 2065 Advisor Mutual funds | — | — | — | $8K | <0.1% | |
| T. Rowe Price 2060 Fund Mutual funds | — | — | — | $4K | <0.1% |