Original filing (PDF)20260302143536NAL0003354994001

MKS2, LLC

Name: MKS2, LLC — MKS2, LLC SCA SAVINGS PLAN, Form 5500 (2024)
Creator: MKS2, LLC

Form 5500

FILING_RECEIVED

MKS2, LLC SCA SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 4.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

9 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Filed 4.5 months past the 10.5-month grace window.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

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

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-01

Filed

2026-03-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

ATCHLEY & ASSOCIATES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	RECORDKEEPING & INVESTME	$1K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOON ADMINSTRATIVE SERVICES	33-0449333	—	ADMIN SERVICES	$2K	—
KESTRA INVESTMENT SERVICES LLC	06-1375177	—	INVESTMENT SERVICES	$0	—

Investments

9 pooled funds· $0

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.

Investment	Type	Current value	% of plan
PIMCO REALPATH BLEND INCO COLLECTIV SEI INVESTMENTS DISTRIBUTION CO. · EIN 27-0834899 / PN 035	Common Collective Trust	$0	—
PIMCO REALPATH BLEND 2025 COLLECTIV SEI INVESTMETNS DISTRIBUTION CO · EIN 27-0834899 / PN 035	Common Collective Trust	$0	—
PIMCO REALPATH BLEND 2030 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO. · EIN 27-0834899 / PN 035	Common Collective Trust	$0	—
PIMCO REALPATH BLEND 2035 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO. · EIN 27-0834899 / PN 035	Common Collective Trust	$0	—
PIMCO REALPATH BLEND 2040 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO. · EIN 27-0834899 / PN 035	Common Collective Trust	$0	—
PIMCO REALPATH BLEND 2045 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO. · EIN 27-0834899 / PN 035	Common Collective Trust	$0	—
PIMCO REALPATH BLEND 2050 COLLECTIV SEI INVESTMENT DISTRIBUTION CO. · EIN 27-0834899 / PN 035	Common Collective Trust	$0	—
PIMCO REALPATH BLEND 2055 COLLECTIV SEI INVESTMENT DISTRIBUTION CO. · EIN 27-0834899 / PN 035	Common Collective Trust	$0	—
PIMCO REALPATH BLEND 2060 COLLECTIV SEI INVESTMENT DISTRIBUTION CO. · EIN 27-0834899 / PN 035	Common Collective Trust	$0	—