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Original filing (PDF)20251001132729NAL0005945539001
MESA FULLY FORMED, LLC
Form 5500
FILING_RECEIVED
MESA FULLY FORMED 401(K) PLAN
401(k) retirement plan
Signals · 2
~89 bps in Sched C feesNo recordkeeper disclosed
Active participants
262
Accounts w/ balance
164
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
80
Participation health
80
Knocking points off
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MESA FULLY FORMED, LLC.
Plan sponsor
Name
MESA FULLY FORMED, LLC
EIN
27-1260137
Address
1111 S SIRRINE · MESA, AZ · 852108718
Phone
(480) 503-8617
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
2025-10-01
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
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | ADVISORY | $2K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | 27-4011107 | — | NONE | $17K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $13K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $503 | — |
Investments
38 direct securities· $3.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 11 Nationwide Trust Company, FSB BlkRk LfPath Indx 2035 K | — | — | — | $813K | 21.9% | |
| 10 Nationwide Trust Company, FSB BlkRk LfPath Indx 2030 K | — | — | — | $485K | 13.0% | |
| 17 Nationwide Trust Company, FSB BlkRk LfPath Indx Rtrm K | — | — | — | $436K | 11.7% | |
| 14 Nationwide Trust Company, FSB BlkRk LfPath Indx 2050 K | — | — | — | $336K | 9.0% | |
| 13 Nationwide Trust Company, FSB BlkRk LfPath Indx 2045 K | — | — | — | $229K | 6.2% | |
| 16 Nationwide Trust Company, FSB BlkRk LfPath Indx 2060 K | — | — | — | $227K | 6.1% | |
| 12 Nationwide Trust Company, FSB BlkRk LfPath Indx 2040 K | — | — | — | $199K | 5.3% | |
| 15 Nationwide Trust Company, FSB BlkRk LfPath Indx 2055 K | — | — | — | $162K | 4.4% | |
| 23 Nationwide Trust Company, FSB Fid 500 Indx | — | — | — | $109K | 2.9% | |
| 25 Nationwide Trust Company, FSB Fid MdCap Indx | — | — | — | $102K | 2.8% | |
| 1 * Nationwide Life Insurance Company Nationwide Fixed Select Option | — | — | — | $65K | 1.8% | |
| 43 Nationwide Trust Company, FSB Vngrd Wndsr Adml | — | — | — | $61K | 1.6% | |
| 42 Nationwide Trust Company, FSB Vngrd Strat Smcap Eq Inv | — | — | — | $53K | 1.4% | |
| 38 Nationwide Trust Company, FSB Tiaacrf Intl Eq Indx Inst | — | — | — | $39K | 1.1% | |
| 26 Nationwide Trust Company, FSB Fid US Bd Indx | — | — | — | $35K | 0.9% | |
| 39 Nationwide Trust Company, FSB Tiaacrf Lgcap Gr Indx Inst | — | — | — | $35K | 0.9% | |
| 33 Nationwide Trust Company, FSB PGIM Ttl Rtn Bd R6 | — | — | — | $26K | 0.7% | |
| 24 Nationwide Trust Company, FSB Fid Intl Indx | — | — | — | $25K | 0.7% | |
| 21 Nationwide Trust Company, FSB DodgeCox Intl Stk | — | — | — | $23K | 0.6% | |
| 27 Nationwide Trust Company, FSB GdmnScs | — | — | — | $23K | 0.6% | |
| 32 * Nationwide Trust Company, FSB NW Loomis AllCap Gr R6 | — | — | — | $23K | 0.6% | |
| 7 Nationwide Trust Company, FSB Avnts US LgCap Val Inst | — | — | — | $22K | 0.6% | |
| 29 Nationwide Trust Company, FSB JPM LgCap Gr R6 | — | — | — | $21K | 0.6% | |
| 9 Nationwide Trust Company, FSB BlkRk Hi Yld Bd Port K | — | — | — | $20K | 0.6% | |
| 28 Nationwide Trust Company, FSB JPM Eq Inc R5 | — | — | — | $20K | 0.5% | |
| 4 Nationwide Trust Company, FSB Amfds Am Hi Inc Tr ** 576 5 Nationwide Trust Company, FSB Amfds Bd Fd Am ** 47 6 Nationwide Trust Company, FSB Avantis Emerging Markets Equity Fund | — | — | — | $17K | 0.5% | |
| 18 Nationwide Trust Company, FSB BlkRk Ttl Rtn Inst | — | — | — | $13K | 0.3% | |
| 2 Nationwide Trust Company, FSB AB Glbl Bd I ** 87 3 Nationwide Trust Company, FSB AB Glbl Bd Z | — | — | — | $12K | 0.3% | |
| 35 Nationwide Trust Company, FSB PIMCO Real Rtn Inst | — | — | — | $12K | 0.3% | |
| 31 Nationwide Trust Company, FSB Mfs Mdcap Gr R6 | — | — | — | $11K | 0.3% | |
| 36 Nationwide Trust Company, FSB PIMCO Comdy Real Rtn ** 359 37 Nationwide Trust Company, FSB Principal Global | — | — | — | $11K | 0.3% | |
| 19 Nationwide Trust Company, FSB DFA Emrg Mkt Cor Eq Inst ** 607 20 Nationwide Trust Company, FSB Diamond Hill MdCap I | — | — | — | $11K | 0.3% | |
| 30 Nationwide Trust Company, FSB Legal & General Commodity Strategy Fund | — | — | — | $10K | 0.3% | |
| 34 Nationwide Trust Company, FSB Pimco Inc Inst | — | — | — | $7K | 0.2% | |
| 41 Nationwide Trust Company, FSB Vngrd Stinflprtsecind Adml | — | — | — | $7K | 0.2% | |
| 40 Nationwide Trust Company, FSB Vngrd Explr Adml | — | — | — | $6K | 0.2% | |
| 8 Nationwide Trust Company, FSB Avnts Us SmCap Val | — | — | — | $6K | 0.2% | |
| 22 Nationwide Trust Company, FSB Fed Hrms Inst HiYldBd Inst | — | — | — | $3K | <0.1% |