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Original filing (PDF)20251015162919NAL0002750771001
MKS2, LLC
Form 5500
FILING_RECEIVED
MKS2, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
719
Accounts w/ balance
803
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
37 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "JH 2040 Lifetime Blend *** Mutual Fund" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MKS2, LLC.
Plan sponsor
Name
MKS2, LLC
EIN
27-1260077
Address
P O BOX 342374 · AUSTIN, TX · 78734
Phone
(703) 587-2642
Industry
All Other Professional 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ATCHLEY & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE BENEFITS ADMINISTRATORS | 74-2533381 | WACO, TX | CONTRACT ADMINISTRATOR | $5K | — |
Investments
1 direct security · 37 pooled funds· $8.1M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$7.7M
37 holdings
Uncategorized
$425K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH 2040 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 25.5% | |
| JH 2045 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 17.7% | |
| JH 2030 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $764K | 9.2% | |
| JH 2055 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $638K | 7.7% | |
| JH 2050 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $637K | 7.7% | |
| JH 2035 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $624K | 7.5% | |
| JH 2060 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-2033346 / PN 000 | Pooled Separate Account | — | — | $537K | 6.5% | |
| JH 2025 Lifetime Blend *** Mutual Fund | — | — | — | $425K | 5.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $123K | 1.5% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $114K | 1.4% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 1.2% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $80K | 1.0% | |
| JH 2065 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-2033346 / PN 000 | Pooled Separate Account | — | — | $79K | 1.0% | |
| JH 2025 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67K | 0.8% | |
| JPMORGAN SMID CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $63K | 0.8% | |
| NUVEEN LARGE-CAP GROWTH INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.4% | |
| JPMORGAN CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $33K | 0.4% | |
| JH FUNDAMENTAL LARGE CAP CORE JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.3% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.3% | |
| BLACKROCK MIDCAP GROWTH EQUITY JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.3% | |
| INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| BLACKROCK HEALTH SCIENCES OPP JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| DFA US SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| VANGUARD BALANCED INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| PRINCIPAL REAL ESTATE SECURITY JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| FIRST EAGLE GLOBAL FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| VANGUARD INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| JH 2015 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| CAPITAL WORLD GROWTH & INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $850 | <0.1% | |
| EATON VANCE HIGH INCOME OPPS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $681 | <0.1% | |
| MFS VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $276 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67 | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24 | <0.1% | |
| PIMCO INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18 | <0.1% |
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