Back to filter
Original filing (PDF)20251015141303NAL0004793537004
MANHATTAN MECHANICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
MANHATTAN MECHANICAL SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
160
Accounts w/ balance
182
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
26 pooled trusts
Schedule D
27 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANHATTAN MECHANICAL SERVICES, INC..
Plan sponsor
Name
MANHATTAN MECHANICAL SERVICES, INC.
EIN
27-3969132
Address
3450 MICHIGAN AVE · EAST CHICAGO, IN · 46312
Phone
(815) 478-9940
Industry
Constructionsee 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
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VRAKAS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $43K | — |
Investments
3 direct securities · 26 pooled funds· $6.2M(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.
Pooled Separate Account
$5.8M
26 holdings
Uncategorized
$447K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $1.4M | 22.0% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $1.1M | 18.2% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $863K | 14.0% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $858K | 13.9% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $389K | 6.3% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $263K | 4.3% | |
| Participants Notes receivable from participants - various repayment schedules through November 2029, interest rates from 3.25% to 8.50% - | — | — | — | $261K | 4.2% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $188K | 3.0% | |
| Transamerica Stable Value Core Account | — | — | — | $148K | 2.4% | |
| MFS MID CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $108K | 1.7% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $103K | 1.7% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $87K | 1.4% | |
| STATE STREET U.S. BD IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $71K | 1.2% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $68K | 1.1% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $57K | 0.9% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $48K | 0.8% | |
| Transamerica International Equity Fund | — | — | — | $38K | 0.6% | |
| TRANSAMERICA INTL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $38K | 0.6% | |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $32K | 0.5% | |
| CLEARBRIDGE SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $30K | 0.5% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $23K | 0.4% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $14K | 0.2% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $12K | 0.2% | |
| MAINSTAY HIGH YIELD CORP BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 939 | Pooled Separate Account | — | — | $9K | 0.2% | |
| FRANKLIN SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 035 | Pooled Separate Account | — | — | $7K | 0.1% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PIMCO LONG-TERM CREDIT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 826 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 897 | Pooled Separate Account | — | — | $414 | <0.1% |
Related plans
Other plans using TRANSAMERICA LIFE INSURANCE COMPANY
SAINT-GOBAIN CORPORATION
INVESTMENT ACCOUNT
$2.5B
ARCONIC CORPORATION
ARCONIC CORP. 401(K) PLANS MASTER TRUST
$1.5B
ADIENT US LLC
ADIENT US LLC DEFINED CONTRIBUTION PLANS MASTER TRUST
$1.1B
PROSERVICE PACIFIC, LLC DBA PROSERVICE HAWAII
PROSERVICE HAWAII 401(K) PLAN
$412.6M · 13,591 participants
NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC.
MARINE INDUSTRY RETIREMENT PLAN
$136.2M · 4,068 participants
MODERN HR, INC.
THE CONNECTME 401(K) PLAN
$108.1M · 12,573 participants
Similar-size Construction plans
PERFORMANCE PIPELINING, INC.
THE CONTRACTORS RETIREMENT PLAN
$6.2M · 102 participants
SOURCE PLANNING & CONSTRUCTION, INC.
SOURCE PLANNING & CONSTRUCTION, INC. 401K PLAN
$6.2M · 37 participants
THE NORTHWAY CORPORATION
THE NORTHWAY CORPORATION 401(K) PROFIT SHARING PLAN
$6.2M · 24 participants
WALTS PETROLEUM SERVICE, INC.
WALT'S PETROLEUM SERVICE, INC. 401(K) PROFIT SHARING PLAN
$6.2M · 50 participants
HANK'S EXCAVATING AND LANDSCAPING, INC.
HANKS EXCAVATING AND LANDSCAPING, INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST
$6.2M · 25 participants
IVEY'S CONSTRUCTION, INC.
IVEY'S CONSTRUCTION, INC. PROFIT SHARING PLAN
$6.2M · 27 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants