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Original filing (PDF)20251015073814NAL0008538338001
M2GEN, CORP.
Form 5500
FILING_RECEIVED
M2GEN 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
74
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M2GEN, CORP..
Plan sponsor
Name
M2GEN, CORP.
EIN
20-8486180
Address
13610 BIG BEND DR #5519 · HUDSON, FL · 34667
Phone
(813) 384-5037
Industry
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WALTERS & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | — | — | RECORDKEEPER | $850 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | — | — | INVESTMENT ADVISOR | $2K | — |
Investments
24 direct securities· $2.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $607K | 22.7% | |
| American Funds 2045 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $564K | 21.1% | |
| American Funds 2025 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $285K | 10.6% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $213K | 7.9% | |
| American Funds 2040 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $201K | 7.5% | |
| T. Rowe Price Growth Stock Fund I Class Mutual Fund | — | — | — | $200K | 7.5% | |
| Vanguard Federal Money Market Fund Investor Shares Money Market Fund | — | — | — | $111K | 4.1% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $97K | 3.6% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $83K | 3.1% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $67K | 2.5% | |
| Mid Atlantic Master Cash Account Non-interest bearing cash | — | — | — | $47K | 1.8% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $46K | 1.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $27K | 1.0% | |
| Principal Global Real Estate Securities Fund Class R6 Mutual Fund | — | — | — | $11K | 0.4% | |
| Fidelity Global U.S. Index Fund Mutual Fund | — | — | — | $11K | 0.4% | |
| JP Morgan Small Cap Value Fund Class R6 Mutual Fund | — | — | — | $10K | 0.4% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $9K | 0.3% | |
| Participant loan Interest rates - 9.25% -0- | — | — | — | $8K | 0.3% | |
| JP Morgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $7K | 0.3% | |
| Amiercan Funds New World Fund Class R6 Mutual Fund | — | — | — | $7K | 0.3% | |
| American Beacon International Equity Fund R5 Class Mutual Fund | — | — | — | $7K | 0.3% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $6K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Class R6 Mutual Fund ** 355 American Funds 2015 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $6K | 0.2% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual Fund | — | — | — | $3K | 0.1% |