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Original filing (PDF)20251015081259NAL0004316769001
MCS INDUSTRIES, INCORPORATED
Form 5500
FILING_RECEIVED
MCS INDUSTRIES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
149
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
26 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
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCS INDUSTRIES, INCORPORATED.
Plan sponsor
Name
MCS INDUSTRIES, INCORPORATED
EIN
23-2125274
Address
2280 NEWLINS MILL ROAD · EASTON, PA · 18045
Phone
(610) 253-6268
Industry
Wholesale Tradesee 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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONGRESS WEALTH MANAGEMENT LLC | — | BOSTON, MA | INVESTMENT ADVISOR | $4K | — |
Investments
26 direct securities· $17.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * JPMorgan SmartRetirement Blend 2030 R6 | — | — | — | $2.4M | 13.4% | |
| JPMorgan SmartRetirement Blend 2035 R6 | — | — | — | $2.1M | 12.0% | |
| JPMorgan SmartRetirement Blend 2040 R6 | — | — | — | $1.8M | 10.1% | |
| JPMorgan SmartRetirement Blend 2045 R6 | — | — | — | $1.7M | 9.3% | |
| JPMorgan SmartRetirement Blend 2025 R6 | — | — | — | $1.4M | 8.1% | |
| JPMorgan SmartRetirement Blend Inc R6 | — | — | — | $1.3M | 7.3% | |
| JPMorgan SmartRetirement Blend 2050 R6 | — | — | — | $1.0M | 5.7% | |
| JPMorgan SmartRetirement Blend 2020 R6 | — | — | — | $900K | 5.1% | |
| Fidelity Large Cap Growth Index | — | — | — | $891K | 5.0% | |
| Fidelity 500 Index | — | — | — | $873K | 4.9% | |
| Fidelity Large Cap Value Index | — | — | — | $595K | 3.3% | |
| Vanguard Federal Money Market | — | — | — | $461K | 2.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $403K | 2.3% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $336K | 1.9% | |
| JPMorgan SmartRetirement Blend 2055 R6 | — | — | — | $296K | 1.7% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $290K | 1.6% | |
| Fidelity Mid Cap Index | — | — | — | $284K | 1.6% | |
| Fidelity International Index | — | — | — | $205K | 1.2% | |
| JPMorgan SmartRetirement Blend 2060 R6 | — | — | — | $142K | 0.8% | |
| Vanguard Short-Term Infl-Prot Sec Index Admiral | — | — | — | $94K | 0.5% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $91K | 0.5% | |
| Vanguard Total Intl Bond Index Admiral | — | — | — | $71K | 0.4% | |
| Vanguard Emerging Mkts Stock Index Admiral | — | — | — | $60K | 0.3% | |
| Fidelity Real Estate Index Institutional | — | — | — | $60K | 0.3% | |
| Fidelity Small Cap Index | — | — | — | $22K | 0.1% | |
| JPMorgan SmartRetirement Blend 2065 R6 | — | — | — | $6K | <0.1% |
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