Back to filter
Original filing (PDF)20251027115106NAL0008074432001
MOTT MACDONALD GROUP, INC.
Form 5500
FILING_RECEIVED
MOTT MACDONALD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,185
Accounts w/ balance
3,147
Plan assets (EOY)
$489.4M
Net assets (EOY)
$489.4M
How this plan invests
This plan
18 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTT MACDONALD GROUP, INC..
Plan sponsor
Name
MOTT MACDONALD GROUP, INC.
EIN
22-3789761
Address
111 WOOD AVENUE SOUTH · SUITE 500 · ISELIN, NJ · 08830
Phone
(973) 912-2502
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
2025-10-27
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $367K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $94K | — |
| BDO USA LLP | 13-5381590 | — | NONE | $32K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $218 | — |
Investments
15 direct securities · 18 pooled funds· $562.5M(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
$283.6M
14 holdings
Common Collective Trust
$257.1M
18 holdings
Mutual Funds
$21.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | — | — | — | $98.7M | 20.2% | |
| NUVEEN WINSLOW LARGE CAP GR C Common Collective Trust Fund | — | — | — | $47.2M | 9.7% | |
| WINSLOW LARGE CAP GROWTH FUND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $47.2M | 9.7% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $32.0M | 6.5% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $27.9M | 5.7% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $26.2M | 5.3% | |
| PIMCO RAE FOUNDERS CIT GREAT GRAY TRUST COMPANY,LLC · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $23.3M | 4.8% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $22.6M | 4.6% | |
| MORLEY STABLE VALUE FNUD PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $22.2M | 4.5% | |
| ALLSPRING CORE BOND ADMIN 42 DODGE & COX INCOME X | Mutual Funds | — | — | $21.9M | 4.5% | |
| VANGUARD MIDCAP INDEX INSTL | — | — | — | $18.8M | 3.8% | |
| VANGUARD SMCAP GRTH INDEX INST | — | — | — | $15.3M | 3.1% | |
| VANGUARD TOTAL INTL STK INSTL Registered Investment Company | — | — | — | $15.3M | 3.1% | |
| LOOMIS SAYLES SMCP V1 | — | — | — | $13.8M | 2.8% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $13.2M | 2.7% | |
| VANGUARD SM CAP INDEX INSTL Registered Investment Company | — | — | — | $12.1M | 2.5% | |
| VANGUARD TOTAL INTL STK INSTL | — | — | — | $12.1M | 2.5% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $10.4M | 2.1% | |
| CONTESTOGA SMALL CAP GROWTH A COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 82-6178890 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.1% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $10.1M | 2.1% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $9.7M | 2.0% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $9.2M | 1.9% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $8.8M | 1.8% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $8.4M | 1.7% | |
| VANGUARD TTL BOND MKT IDX ADM | — | — | — | $8.0M | 1.6% | |
| SCHWAB TREAS INFL PRO SECS IDX | — | — | — | $7.6M | 1.6% | |
| SCHWAB MANAGED RETR TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $3.0M | 0.6% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| Participant Loans Interest rates ranging from 3.75% to 9.00% - | — | — | — | $2.4M | 0.5% | |
| SCHWAB FUNDMTL INT SMMID INDEX | — | — | — | $768K | 0.2% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $722K | 0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $682K | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $884 | <0.1% |
Related plans
Other plans using SCHWAB RETIREMENT PLAN SERVICES INC
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
$8.9B · 32,145 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
$6.5B · 18,579 participants
LATHAM & WATKINS LLP
LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN
$3.1B · 4,864 participants
Similar-size Engineering Services plans
JOHNSON, MIRMIRAN & THOMPSON, INC.
JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST
$493.3M · 2,359 participants
LJA ENGINEERING, INC.
LJA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$493.5M · 2,470 participants
SKANSKA USA INC.
SKANSKA RETIREMENT PLAN PLUS
$500.7M · 1,067 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
THORNTON TOMASETTI, INC.
THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN
$468.6M · 1,237 participants
DEWBERRY ENGINEERS INC.
DEWBERRY 401(K)/PROFIT-SHARING PLAN
$511.3M · 2,662 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