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Original filing (PDF)20250821113810NAL0007900642001
MECHANICAL ENGINEERING AND CONSTRUCTION CORP
Form 5500
FILING_RECEIVED
MECHANICAL ENGINEERING AND CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
179
Accounts w/ balance
135
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MECHANICAL ENGINEERING AND CONSTRUCTION CORP.
Plan sponsor
Name
MECHANICAL ENGINEERING AND CONSTRUCTION CORP
EIN
20-0211117
Address
6159 EDMONDSON AVENUE, SUITE A · CATONSVILLE, MD · 21228
Phone
(443) 200-1000
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-08-21
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS WEALTH ADVISORS | — | SPRINGFIELD, MO | NONE | $53K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
32 direct securities · 1 pooled fund· $9.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.2M
32 holdings
Common Collective Trust
$74K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | — | — | — | $1.7M | 18.1% | |
| Vanguard Large Cap Index ETF | — | — | — | $952K | 10.3% | |
| Vanguard Growth Index ETF | — | — | — | $890K | 9.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $643K | 6.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $542K | 5.9% | |
| Vanguard Target Retirement 2030 | — | — | — | $459K | 5.0% | |
| Vanguard Mid Cap Index ETF | — | — | — | $414K | 4.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $412K | 4.4% | |
| Vanguard Explorer Adm | — | — | — | $382K | 4.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $353K | 3.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $300K | 3.2% | |
| Vanguard Total Bond Market ETF | — | — | — | $283K | 3.1% | |
| Vanguard Small-Cap Value Index Adm | — | — | — | $239K | 2.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $196K | 2.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $188K | 2.0% | |
| Participant loans | — | — | — | $183K | 2.0% | |
| American Funds New World R6 | — | — | — | $159K | 1.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $152K | 1.6% | |
| Vanguard FTSE Developed Markets ETF | — | — | — | $151K | 1.6% | |
| Vanguard Target Retirement 2060 | — | — | — | $142K | 1.5% | |
| Vanguard Value Index ETF | — | — | — | $137K | 1.5% | |
| Vanguard Small-Cap Index Adm | — | — | — | $115K | 1.2% | |
| DFA Inflation-Protected Sec Port I | — | — | — | $86K | 0.9% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $74K | 0.8% | |
| Vanguard International Growth Adm | — | — | — | $62K | 0.7% | |
| DFA International Small Company Port Instl | — | — | — | $43K | 0.5% | |
| Vanguard Short Term Corp Bd Index ETF | — | — | — | $13K | 0.1% | |
| Vanguard International Value Inv | — | — | — | $3K | <0.1% | |
| DFA Intl Small Cap Value Portf Insl | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $2K | <0.1% | |
| Vanguard Cash Reserves Federal Money Market Adm | — | — | — | $1K | <0.1% | |
| American Funds New Perspective R6 | — | — | — | $217 | <0.1% | |
| American Funds SMALLCAP World R6 | — | — | — | $184 | <0.1% |
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