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Original filing (PDF)20250826111740NAL0008639729001
MEA, MESSA, MEA FINANCIAL SERVICES
Form 5500
FILING_RECEIVED
MEA, MESSA, MEA FINANCIAL SERVICES EMPLOYEE DEFERRED COMPENSATION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
521
Accounts w/ balance
406
Plan assets (EOY)
$53.9M
Net assets (EOY)
$53.9M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEA, MESSA, MEA FINANCIAL SERVICES.
Plan sponsor
Name
MEA, MESSA, MEA FINANCIAL SERVICES
EIN
38-0827000
Address
1350 KENDALE BLVD · EAST LANSING, MI · 48826
Phone
(517) 336-4057
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
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MANER COSTERISAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $50K | — |
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | NONE | $36K | — |
Investments
34 direct securities · 1 pooled fund· $53.9M(100% 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.
Uncategorized
$52.5M
34 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Vanguard 0 | — | — | — | $9.8M | 18.1% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $7.5M | 14.0% | |
| American Century One Choice 2040 R6 American Century 0 | — | — | — | $3.1M | 5.7% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $2.7M | 5.0% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $2.6M | 4.8% | |
| American Century One Choice 2030 R6 American Century 0 | — | — | — | $2.4M | 4.4% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $1.9M | 3.6% | |
| Pioneer Bond K Pioneer 0 | — | — | — | $1.9M | 3.5% | |
| Fidelity Advisor Stock Sel Small Cap Z Fidelity 0 | — | — | — | $1.8M | 3.4% | |
| American Century One Choice 2055 R6 American Century 0 | — | — | — | $1.6M | 3.1% | |
| American Beacon Large Cap Value R6 American Beacon 0 | — | — | — | $1.6M | 3.0% | |
| American Century One Choice 2025 R6 American Century 0 | — | — | — | $1.4M | 2.6% | |
| T. ROWE PRICE STABLE VALUE CTF A T. ROWE PRICE · EIN 52-1309931 / PN 456 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $1.2M | 2.2% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $1.2M | 2.2% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $1.1M | 2.1% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $1.1M | 2.1% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $1.1M | 2.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $1.0M | 1.9% | |
| American Century One Choice In Ret R6 American Century 0 | — | — | — | $1.0M | 1.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $960K | 1.8% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $739K | 1.4% | |
| American Century One Choice 2050 R6 American Century 0 | — | — | — | $696K | 1.3% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $642K | 1.2% | |
| American Century One Choice 2035 R6 American Century 0 | — | — | — | $547K | 1.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $514K | 1.0% | |
| American Century One Choice 2045 R6 American Century 0 | — | — | — | $474K | 0.9% | |
| Fidelity Advisor Equity Growth Z Fidelity 0 | — | — | — | $423K | 0.8% | |
| Calvert Short Duration Income I Calvert 0 | — | — | — | $415K | 0.8% | |
| American Century One Choice 2060 R6 American Century 0 | — | — | — | $335K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $268K | 0.5% | |
| Nuveen Real Estate Securities Select R6 Nuveen 0 | — | — | — | $225K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $97K | 0.2% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $70K | 0.1% | |
| BNY Mellon Global Emerging Markets Y BNY Mellon 0 | — | — | — | $5K | <0.1% |