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Original filing (PDF)20250911121925NAL0000208643001
MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C.
Form 5500
FILING_RECEIVED
MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
170
Accounts w/ balance
185
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
29 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
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C..
Plan sponsor
Name
MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C.
EIN
16-1242288
Address
THE CULVER ROAD ARMORY · 145 CULVER ROAD SUITE 160 · ROCHESTER, NY · 14620
Phone
(585) 381-9250
Industry
Engineering Services· Professional & Technical 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
2025-09-11
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EFPR GROUP, CPAS, PLCC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Investments
29 direct securities· $25.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID Freedom 2030 Mutual Funds | — | — | — | $3.1M | 12.3% | |
| FID 500 Index Mutual Funds | — | — | — | $2.8M | 11.0% | |
| FID Freedom 2025 Mutual Funds | — | — | — | $2.1M | 8.3% | |
| FID Freedom 2035 Mutual Funds | — | — | — | $2.0M | 7.8% | |
| FID Freedom 2040 Mutual Funds | — | — | — | $1.9M | 7.6% | |
| TRP Blue Chip Growth Mutual Funds | — | — | — | $1.7M | 6.6% | |
| FID Total Bond Mutual Funds | — | — | — | $1.4M | 5.4% | |
| FID Freedom 2045 Mutual Funds | — | — | — | $1.1M | 4.5% | |
| FID Gov MMkt Money Market | — | — | — | $1.0M | 4.0% | |
| FID Freedom 2015 Mutual Funds | — | — | — | $926K | 3.7% | |
| FID Freedom 2055 Mutual Funds | — | — | — | $864K | 3.4% | |
| J H Triton N Mutual Funds | — | — | — | $718K | 2.8% | |
| FID Freedom 2060 Mutual Funds | — | — | — | $666K | 2.6% | |
| FID Freedom 2020 Mutual Funds | — | — | — | $666K | 2.6% | |
| FID Value Mutual Funds | — | — | — | $614K | 2.4% | |
| FID Capital Appreciation Mutual Funds | — | — | — | $612K | 2.4% | |
| NB LG Cap Value R6 I3 Mutual Funds | — | — | — | $504K | 2.0% | |
| FID Extd Mkt Idx Mutual Funds | — | — | — | $498K | 2.0% | |
| FID Intl Index Mutual Funds | — | — | — | $335K | 1.3% | |
| AM CENT SMCAP VAL R6 Mutual Funds | — | — | — | $323K | 1.3% | |
| Dodge & Cox Balanced Mutual Funds | — | — | — | $311K | 1.2% | |
| 3rd Av Re Value Is Mutual Funds | — | — | — | $260K | 1.0% | |
| Mfs Mid Cap Grth R6 Mutual Funds | — | — | — | $172K | 0.7% | |
| FID Emrg Mkts Idx Mutual Funds | — | — | — | $158K | 0.6% | |
| FID Freedom 2050 Mutual Funds | — | — | — | $88K | 0.3% | |
| FID Capital & Income Mutual Funds | — | — | — | $78K | 0.3% | |
| FID Freedom 2065 Mutual Funds | — | — | — | $76K | 0.3% | |
| FID Levergd Co Stk Mutual Funds | — | — | — | $69K | 0.3% | |
| FID US Bonds Idx Mutual Funds | — | — | — | $60K | 0.2% |
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