Back to filter
Original filing (PDF)20251007152230NAL0004778001001
MISTRAS GROUP, INC.
Form 5500
FILING_RECEIVED
MISTRAS GROUP, INC. SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,067
Accounts w/ balance
2,209
Plan assets (EOY)
$201.4M
Net assets (EOY)
$201.4M
How this plan invests
This plan
22 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISTRAS GROUP, INC..
Plan sponsor
Name
MISTRAS GROUP, INC.
EIN
22-3341267
Address
195 CLARKSVILLE ROAD · PRINCETON JUNCTION, NJ · 08550
Phone
(609) 716-4000
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TORRILLO AND ASOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $140K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $101K | — |
| CAPITAL MANAGEMENT ENTERPRISES LLC | — | WAYNE, PA | NONE | $54K | — |
Investments
12 direct securities · 22 pooled funds· $198.4M(99% 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.
Common Collective Trust
$175.0M
22 holdings
Uncategorized
$23.0M
11 holdings
Mutual Funds
$402K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RET HYBRID 2035 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $26.0M | 12.9% | |
| T ROWE PRICE RET HYBRID 2045 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $23.0M | 11.4% | |
| T ROWE PRICE RET HYBRID 2030 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $20.3M | 10.1% | |
| T ROWE PRICE RET HYBRID 2040 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $20.2M | 10.0% | |
| T ROWE PRICE RET HYBRID 2050 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $19.6M | 9.7% | |
| T ROWE PRICE RET HYBRID 2025 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $18.0M | 8.9% | |
| T ROWE PRICE RET HYBRID 2055 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $11.0M | 5.4% | |
| NT S&P 500 INDEX FUND - DC - NL - T NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $9.6M | 4.8% | |
| AB LARGE CAP GR CIT CLASS CT GREAT GRAY TRUST COMPANY LLC · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $7.8M | 3.9% | |
| T ROWE PRICE RET HYBRID 2020 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $7.0M | 3.5% | |
| T ROWE PRICE RET HYBRID 2060 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $4.8M | 2.4% | |
| through 2034 | — | — | — | $4.0M | 2.0% | |
| Lincoln National Life Insurance Company Contract 897693078; 4.54%, due 12/2026 | — | — | — | $3.0M | 1.5% | |
| Protective Life Insurance Company Contract 2183; 4.36%, 9/2026 | — | — | — | $3.0M | 1.5% | |
| Principal Life Insurance Company Contract 4757031; 4.03%, due 6/2026 | — | — | — | $3.0M | 1.5% | |
| Metropolitan Life Insurance Company Contract 39936; 3.48%, due 9/2025 | — | — | — | $3.0M | 1.5% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $1.8M | 0.9% | |
| MISTRAS STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.7M | 0.8% | |
| Vanguard Wellington Fund | — | — | — | $1.5M | 0.7% | |
| T ROWE PRICE RET HYBRID 2010 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| Vanguard Explorer Fund | — | — | — | $1.4M | 0.7% | |
| Vanguard Equity Income Fund | — | — | — | $1.3M | 0.7% | |
| T ROWE PRICE RET HYBRID 2065 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| T ROWE PRICE RET HYBRID 2015 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $722K | 0.4% | |
| MFS International Diversification Fund | — | — | — | $580K | 0.3% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $561K | 0.3% | |
| Dreyfus Government Cash Management Fund | — | — | — | $463K | 0.2% | |
| FIAM CORE PLUS COMMINGLED POOL CLS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $419K | 0.2% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $402K | 0.2% | |
| T ROWE PRICE RET HYBRID 2005 TR T14 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6785642 / PN 006 | Common Collective Trust | — | — | $374K | 0.2% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $350K | 0.2% | |
| MFS MID CAP VALUE FUND CT NORTHERN TRUST GLOBAL INVESTMENTS · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $148K | <0.1% | |
| COHEN & STEERS U S REALTY FUND CLAS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $56K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
AIRBORN, INC.
AIRBORN, INC. 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN
$194.1M · 1,423 participants
MOTREX LLC
WELLPOWER 401(K) SAVINGS AND RETIREMENT PLAN
$214.4M · 2,034 participants
VICOR CORPORATION
VICOR CORPORATION 401K PLAN
$186.4M · 941 participants
WHELEN ENGINEERING COMPANY, INC
WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN
$186.1M · 1,836 participants
DURACELL U.S. OPERATIONS, INC.
DURACELL RETIREMENT & SAVINGS PLAN
$218.6M · 1,565 participants
THE ESAB GROUP, INC.
THE ESAB GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN
$222.0M · 1,161 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants