How big is MEP Holding Company Inc.'s plan?

MEP Holding Company Inc.'s plan reported $14.7M in assets and 441 participants for 2022.

Original filing (PDF)20230920140834NAL0002822112001

MEP Holding Company Inc.

Name: MEP Holding Company Inc. — MEP Holding Company, Form 5500 (2022)
Creator: MEP Holding Company Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MEP Holding Company 401(k) Plan

401(k) retirement plan · MEP Holding Company Inc.'s MEP Holding Company 401(k) Plan held $14.7M in plan assets for 441 participants in 2022, with OneAmerica as recordkeeper.

Signals · 2

No auditor on file10% employer stock

Active participants

441

Accounts w/ balance

473

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

People on this filing

Paul Morey signed MEP Holding Company Inc.'s 2022 Form 5500 as plan administrator.

Paul Morey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MEP Holding Company Inc.'s EIN is 20-5763936.

EIN 20-5763936

Plan number 003

Plan year 2022

ACK ID 20230920140834NAL0002822112001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for MEP Holding Company Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

MEP Holding Company Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEP HOLDING COMPANY INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Plan sponsor

Name

MEP HOLDING COMPANY INC.

EIN

all filings

Address

2350 N SHADELAND AVE · INDIANAPOLIS, IN · 46219

Phone

(317) 517-6544

Industry

Electrical Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-20

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RT JONES CAPITAL EQUITIES MGMT INC.	20-1090152	—	NONE	$8K	—

Investments

42 direct securities · 1 pooled fund· $27.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$12.8M

1 holding

Other securities

$8.3M

26 holdings

Mutual Funds

$3.0M

11 holdings

Common Stocks

$1.5M

2 holdings

Common Collective Trusts

$1.3M

1 holding

Bonds / Notes

$474K

1 holding

Agency / Mortgage-Backed

$8K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$5.7M TIAA / Nuveen$2.1M State Street / SPDR$1.3M Vanguard$404K American Century$349K Goldman Sachs$273K American Funds (Capital Group)$243K BlackRock / iShares$188K Invesco

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3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$12.8M	87.3%
AMERICAN UNITED LIFE INS CO AUL FIXED ACCOUNT 0	Common Stocks	—	—	$1.4M	9.4%
STATE STREET GLOBAL STATE ST S&P 500 INDX CL F MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.3M	9.2%
TIAA-CREF LGCAPGRTH INDX R MUTUAL FUND SHARES 0	Mutual Funds	—	—	$1.0M	6.9%
T. ROWE PRICE TROWEPRICE RET 2030 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$918K	6.3%
T. ROWE PRICE TROWEPRICE RET 2035 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$888K	6.0%
T. ROWE PRICE TROWEPRICE RET 2045 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$851K	5.8%
T. ROWE PRICE TROWEPRICE RET 2025 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$765K	5.2%
TIAA-CREF LGCAP VAL INDX R MUTUAL FUND SHARES 0	Mutual Funds	—	—	$606K	4.1%
T. ROWE PRICE TROWEPRICE RET 2055 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$602K	4.1%
PIONEER BOND Y MUTUAL FUND SHARES 0	Other securities	—	—	$499K	3.4%
PARNASSUS MIDCAP NL MUTUAL FUND SHARES 0	Other securities	—	—	$495K	3.4%
TIAA-CREF INTL EQTY INDX R MUTUAL FUND SHARES 0	Mutual Funds	—	—	$477K	3.2%
PARTICIPANTS LOANS 3.75% TO 3.75% 0	Bonds / Notes	—	—	$474K	3.2%
T. ROWE PRICE TROWEPRICE RET 2040 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$461K	3.1%
COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$452K	3.1%
T. ROWE PRICE TROWEPRICE RET 2060 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$450K	3.1%
VANGUARD VIF SMALLCOMPGRTH INS MUTUAL FUND SHARES 0	Mutual Funds	—	—	$404K	2.8%
T. ROWE PRICE TROWEPRICE RET 2020 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$341K	2.3%
T. ROWE PRICE TROWEPRICE RET 2050 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$337K	2.3%
AMERICAN CENTURY AMERCENT MIDCAP VAL INV MUTUAL FUND SHARES 0	Other securities	—	—	$334K	2.3%
BLACKROCK MID-CAP GRO EQUITY I MUTUAL FUND SHARES 0	Other securities	—	—	$188K	1.3%
GOLDMAN SACHS GOLDMANSACHS LRG CP GR INS INV MUTUAL FUND SHARES 0	Other securities	—	—	$182K	1.2%
THORNBURG LTD-TERM INC R5 MUTUAL FUND SHARES 0	Common Stocks	—	—	$144K	1.0%
MFS MID CAP VALUE R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$128K	0.9%
VIRTUS CEREDEX LCV EQTY I MUTUAL FUND SHARES 0	Other securities	—	—	$115K	0.8%
THORNBURG INTL EQ R5 MUTUAL FUND SHARES 0	Other securities	—	—	$101K	0.7%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$92K	0.6%
GOLDMAN SACHS GOLDMANSACHS SMCAPVAL INST MUTUAL FUND SHARES 0	Other securities	—	—	$91K	0.6%
MFS MASS INVS GRTH STK R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$87K	0.6%
AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$85K	0.6%
COLUMBIA SELIG TECH & ADV MUTUAL FUND SHARES 0	Other securities	—	—	$66K	0.5%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R4 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$66K	0.4%
T. ROWE PRICE TROWEPRICE RET 2015 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$54K	0.4%
INVESCO SMCAP GRTH A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$43K	0.3%
ALGER CAP APP PORTFOLIO I-2 MUTUAL FUND SHARES 0	Other securities	—	—	$34K	0.2%
NORTHERN SMCAP VAL NL MUTUAL FUND SHARES 0	Other securities	—	—	$18K	0.1%
T. ROWE PRICE TROWEPRICE RET BAL ADV MUTUAL FUND SHARES 0	Other securities	—	—	$17K	0.1%
NUVEEN MIDCAP GRTH OPS A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$17K	0.1%
T. ROWE PRICE TROWEPRICE RET 2065 ADV MUTUAL FUND SHARES 0	Other securities	—	—	$16K	0.1%
PRUDENTIAL PGIM GLOBAL REALESTATE Z MUTUAL FUND SHARES 0	Other securities	—	—	$15K	0.1%
AMERICAN CENTURY AMERCENT GINNIE MAE A MUTUAL FUND SHARES 0	Agency / Mortgage-Backed	—	—	$8K	<0.1%
AMERICAN CENTURY AMERCENT REALESTATE INV MUTUAL FUND SHARES 0	Other securities	—	—	$7K	<0.1%

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