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Original filing (PDF)20250924074652NAL0007257921001
M/E ENGINEERING, P.C.
Form 5500
FILING_RECEIVED
M/E ENGINEERING, P. C. 401(K) PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
231
Plan assets (EOY)
$44.5M
Net assets (EOY)
$44.5M
How this plan invests
This plan
1 pooled trust
Schedule D
14 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M/E ENGINEERING, P.C..
Plan sponsor
Name
M/E ENGINEERING, P.C.
EIN
22-3253106
Address
300 TROLLEY BOULEVARD · ROCHESTER, NY · 14606
Phone
(585) 288-5590
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
2025-09-24
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MENGEL METZGER BARR & COL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | OTHER | $43K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $834 | — |
Investments
13 direct securities · 1 pooled fund· $44.5M(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
$36.5M
12 holdings
Mutual Funds
$7.8M
1 holding
Pooled Separate Account
$291K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index | — | — | — | $8.5M | 19.1% | |
| Vanguard Total Stock Admiral | Mutual Funds | — | — | $7.8M | 17.5% | |
| Columbia Small Cap Index Fund Institutional 3 Class | — | — | — | $5.1M | 11.5% | |
| Vanguard Growth Index Admiral Shares | — | — | — | $5.1M | 11.4% | |
| Party Identity of issue, borrower, lessor or similar party in and description of investment including maturity date, Current interest rate of interest, collateral, par or maturity value * Empower Guaranteed Income Fund | — | — | — | $4.8M | 10.7% | |
| Columbia Mid Cap Index Fund Institutional 3 Class | — | — | — | $4.5M | 10.2% | |
| Vanguard Value Index Admiral | — | — | — | $3.3M | 7.5% | |
| Fidelity US Bond Index | — | — | — | $3.0M | 6.8% | |
| Fidelity 500 Index Fund | — | — | — | $994K | 2.2% | |
| DFA Real Estate Securities | — | — | — | $614K | 1.4% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $291K | 0.7% | |
| DFA Inflation Protected Securities I | — | — | — | $290K | 0.6% | |
| Participant loans * Maturity dates through October 2029, with interest rates from 4.25% to 9.50% per annum | — | — | — | $123K | 0.3% | |
| Vanguard Total International Bond Index Admiral | — | — | — | $65K | 0.1% |
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