Back to filter
Original filing (PDF)20230724074506NAL0010735696001
MHQ, INC.
Form 5500
FILING_RECEIVED
MHQ, INC EMPLOYEE BENEFITS PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MHQ, INC..
Plan sponsor
Name
MHQ, INC.
EIN
04-2265390
Address
401 ELM STREET · MARLBOROUGH, MA · 01752
Phone
(508) 573-2676
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-24
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4R · Unfunded, Fully Insured, or Combination
4S · HRA (Health Reimbursement Arrangement)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Retail Trade plans
BELLE PLAINE CHEVROLET BUICK
BELLE PLAINE CHEVROLET BUICK
$0
TRIUNITY JLRLA, LLC
TRIUNITY JLRLA, LLC 401(K) PLAN
$0
HINCKLEY'S, INC.
HINCKLEASE RETIREMENT PLAN
$0
GARDENA NISSAN, INC.
GARDENA NISSAN, INC. 401(K) PROFIT SHARING PLAN
$0
WHITTEN BROTHERS, INC.
WHITTEN BROTHERS 401(K) PLAN
$0
FARRISH OF FAIRFAX, INC.
FARRISH-SUBARU 401(K) PLAN
$0
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
