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Original filing (PDF)20251014214305NAL0001853539001
MUESER RUTLEDGE CONSULTING ENGINEERS PLLC
Form 5500
FILING_RECEIVED
MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
148
Accounts w/ balance
208
Plan assets (EOY)
$45.8M
Net assets (EOY)
$45.8M
How this plan invests
This plan
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUESER RUTLEDGE CONSULTING ENGINEERS PLLC.
Plan sponsor
Name
MUESER RUTLEDGE CONSULTING ENGINEERS PLLC
EIN
13-1669034
Address
14 PENN PLAZA FL 6 · NEW YORK, NY · 10122
Phone
(917) 339-9300
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | ADVISOR | $62K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $353 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCIERGE RETIREMENT SERVICES | — | RYE BROOK, NY | TPA | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | SERVICE PROVIDER | $177 | — |
Investments
66 direct securities· $45.1M(99% of reported assets)
Uncategorized
$36.9M
63 holdings
Mutual Funds
$4.5M
2 holdings
Guaranteed Income / GIC
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Mutual Funds | — | — | $4.5M | 9.9% | |
| * Nationwide Life Insurance Company Fixed Select Option - at contract value | Guaranteed Income / GIC | — | — | $3.7M | 8.0% | |
| Frost Total Return Bond Inst | — | — | — | $2.9M | 6.4% | |
| Alliance Bernstein Large Cap Growth Fund I | — | — | — | $2.9M | 6.3% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $2.4M | 5.3% | |
| Franklin Growth Adv | — | — | — | $2.3M | 5.1% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $2.1M | 4.6% | |
| Blackrock Equity Dividend Intuitional | — | — | — | $2.0M | 4.5% | |
| Vanguard International Growth Admiral | — | — | — | $2.0M | 4.4% | |
| American Funds New World R6 | — | — | — | $1.9M | 4.2% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $1.7M | 3.6% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.6M | 3.5% | |
| PIMCO Income Fund Institutional Class | — | — | — | $1.3M | 2.9% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $1.3M | 2.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.2M | 2.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $1.1M | 2.4% | |
| DFA US Small Cap I | — | — | — | $1.1M | 2.4% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $956K | 2.1% | |
| Principal Midcap R6 | — | — | — | $846K | 1.8% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $812K | 1.8% | |
| American Funds Small Cap World R6 | — | — | — | $782K | 1.7% | |
| JP Morgan Chase International Equity Fund Class R6 | — | — | — | $656K | 1.4% | |
| Nationwide International Index Instl | — | — | — | $654K | 1.4% | |
| Vanguard Wellesley Income Inv | — | — | — | $422K | 0.9% | |
| Lazard Global Listed Infrastructure Equity Fund | — | — | — | $401K | 0.9% | |
| MFS Research International MFS Research International Fund Class R6 | — | — | — | $366K | 0.8% | |
| Blackrock High Yield Bd Pork K | — | — | — | $360K | 0.8% | |
| Vanguard Strategic Equity Inv | — | — | — | $317K | 0.7% | |
| maturing at various dates through April 2031 | — | — | — | $267K | 0.6% | |
| Vanguard GNMA Inv | — | — | — | $252K | 0.6% | |
| DFA US Core Equity 1 | — | — | — | $243K | 0.5% | |
| Vanguard Long-Term Treasury Index Fund Admiral Shares | — | — | — | $236K | 0.5% | |
| Vanguard Small Cap Growth Index Fund Admiral | — | — | — | $221K | 0.5% | |
| Trillium ESG Global Equity Fund | — | — | — | $218K | 0.5% | |
| Vanguard Selected Value Inv | — | — | — | $182K | 0.4% | |
| Vanguard Target Retirement 2015 Inv | — | — | — | $129K | 0.3% | |
| JP Morgan Chase JP Morgan Core Bond R6 | — | — | — | $125K | 0.3% | |
| Invesco Small Cap Growth I | — | — | — | $117K | 0.3% | |
| MFS Global Total Return R4 | — | — | — | $114K | 0.2% | |
| Legg Mason BW Global Opportunities BD I | — | — | — | $57K | 0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $47K | 0.1% | |
| Nationwide Inv Dest Cnsrv I | — | — | — | $39K | <0.1% | |
| Franklin Small Cap Value Adv | — | — | — | $26K | <0.1% | |
| Fidelity 500 Index Fund | — | — | — | $20K | <0.1% | |
| Pimco Real Return Instl Fund | — | — | — | $13K | <0.1% | |
| JP Morgan Chase Large Cap Growth Fund Class R6 | — | — | — | $9K | <0.1% | |
| Dodge & Cox International Stock Fund Class I | — | — | — | $9K | <0.1% | |
| Goldman Sachs GCQ Partners International Opportunities Fund Class R6 | — | — | — | $9K | <0.1% | |
| Fidelity International Index Fund | — | — | — | $9K | <0.1% | |
| Nationwide Loomis All Cap Growth Fund R6 | — | — | — | $8K | <0.1% | |
| Avantis U.S. Large Cap Value Fund Institutional Class | — | — | — | $7K | <0.1% | |
| JP Morgan Chase Equity Income Fund Class R5 | — | — | — | $6K | <0.1% | |
| Charles Schwab Calvert Income Fund | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $5K | <0.1% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $4K | <0.1% | |
| Diamond Hill Funds Mid Cap Fund Class I | — | — | — | $4K | <0.1% | |
| Principal Global Real Estate Securities Fund Class R6 | — | — | — | $4K | <0.1% | |
| Avantis Emerging Markets Equity Fund | — | — | — | $4K | <0.1% | |
| DFA US Emerging Markets Core Equity Portfolio Institutional Class | Mutual Funds | — | — | $3K | <0.1% | |
| Prudential Total Return Bond Fund – Class R6 | — | — | — | $3K | <0.1% | |
| Brown Brothers Harriman & Co. Legal & General Commodity Strategy Fund Institutional S | — | — | — | $2K | <0.1% | |
| Calvert Equity Fund | — | — | — | $2K | <0.1% | |
| Pimco Real Return Fund | — | — | — | $2K | <0.1% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Avantis US Small Cap Value Instl | — | — | — | $2K | <0.1% | |
| Fidelity US Bond Index Fund | — | — | — | $1K | <0.1% |
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