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Original filing (PDF)20251014170930NAL0001688211001
MCMENAMINS, INC.
Form 5500
FILING_RECEIVED
MCMENAMINS PUBS & BREWERIES 401(K) PLAN
401(k) retirement plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
1,868
Accounts w/ balance
975
Plan assets (EOY)
$40.6M
Net assets (EOY)
$40.6M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
78
Total plan cost
80
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Schwab Total Stock Market Index Fund Registered Investment Company" is 44% of plan.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCMENAMINS, INC..
Plan sponsor
Name
MCMENAMINS, INC.
EIN
93-0993010
Address
430 N. KILLINGSWORTH STREET · PORTLAND, OR · 97217
Phone
(503) 223-0109
Industry
Accommodation & Food Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $80K | — |
| DESCHUTES PORTFOLIO STRATEGIES | 27-5035231 | — | NONE | $69K | — |
Investments
14 direct securities· $40.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Total Stock Market Index Fund Registered Investment Company | — | — | — | $17.9M | 44.0% | |
| Vanguard Total Bond Market Index Registered Investment Company | — | — | — | $9.9M | 24.4% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $5.4M | 13.3% | |
| Standard Stable Asset D Guaranteed Investment Contract | — | — | — | $5.4M | 13.3% | |
| Vanguard Emerging Markets Stock Index Fund Registered Investment Company | — | — | — | $606K | 1.5% | |
| Vanguard Mid-Cap Index Fund Registered Investment Company | — | — | — | $405K | 1.0% | |
| SSGA S&P 500 Index Fund Registered Investment Company | — | — | — | $320K | 0.8% | |
| T Rowe Price Blue Chip Growth Fund Registered Investment Company | — | — | — | $288K | 0.7% | |
| maturing through June 2053 | — | — | — | $189K | 0.5% | |
| Dodge & Cox Stock Fund Registered Investment Company | — | — | — | $79K | 0.2% | |
| Vanguard Small Cap Index Admiral Registered Investment Company | — | — | — | $61K | 0.2% | |
| Calvert Equity Portfolio Registered Investment Company | — | — | — | $44K | 0.1% | |
| Dodge & Cox International Stock Fund Registered Investment Company | — | — | — | $15K | <0.1% | |
| Dodge & Cox Balanced Fund Registered Investment Company | — | — | — | $4K | <0.1% |
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