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Original filing (PDF)20260114130255NAL0015309297001
MATERIALS TESTING CONSULTANTS, INC.
Form 5500
FILING_RECEIVED
MATERIALS TESTING CONSULTANTS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
136
Accounts w/ balance
121
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
28 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)
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 MATERIALS TESTING CONSULTANTS, INC..
Plan sponsor
Name
MATERIALS TESTING CONSULTANTS, INC.
EIN
38-1866284
Address
693 PLYMOUTH, NE · GRAND RAPIDS, MI · 495056031
Phone
(616) 456-5469
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
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
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORPORATION | 38-2472555 | — | OTHER SERVICES | $0 | — |
| THE OLDENBURG COMPANY INC | 38-2658667 | — | OTHER SERVICES | $0 | — |
Investments
21 direct securities · 28 pooled funds· $12.9M(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.
Common Collective Trust
$5.5M
13 holdings
Pooled Separate Accounts
$3.8M
14 holdings
Pooled Separate Account
$2.6M
15 holdings
Common Collective Trusts
$518K
3 holdings
Registered Investment Companies
$301K
3 holdings
Uncategorized
$157K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $837K | 9.4% | |
| sPrin MidCap Growth Sep Acct-Z | Pooled Separate Accounts | — | $0 | $764K | 8.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $764K | 8.5% | |
| sPrincipal SmallCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $659K | 7.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $659K | 7.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $649K | 7.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $622K | 7.0% | |
| sPrincipal U.S. Property SA-Z | Pooled Separate Accounts | — | $0 | $503K | 5.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $477K | 5.3% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $477K | 5.3% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $446K | 5.0% | |
| sPrin Govt & HQ Bond SA-Z | Pooled Separate Accounts | — | $0 | $446K | 5.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $437K | 4.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $437K | 4.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $408K | 4.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $370K | 4.1% | |
| sPrin Intl SmallCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $328K | 3.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $328K | 3.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $275K | 3.1% | |
| sPrin MidCap S&P 400 Idx SA-Z | Pooled Separate Accounts | — | $0 | $266K | 3.0% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $266K | 3.0% | |
| sPrincipal Div Real Asset SA-Z | Pooled Separate Accounts | — | $0 | $247K | 2.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $247K | 2.8% | |
| sPrin SmCap S&P 600 Index SA-Z | Pooled Separate Accounts | — | $0 | $174K | 2.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $174K | 2.0% | |
| Participant Loans | — | — | $0 | $157K | 1.8% | |
| Vanguard Sm Cap Val Idx Adm Fd | Registered Investment Companies | — | $0 | $157K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $118K | 1.3% | |
| sPrin MidCap Value I SA-Z | Pooled Separate Accounts | — | $0 | $118K | 1.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $111K | 1.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $110K | 1.2% | |
| sPrin LargeCap Growth I SA-Z | Pooled Separate Accounts | — | $0 | $110K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $98K | 1.1% | |
| sPrin Diversified Intl SA-Z | Pooled Separate Accounts | — | $0 | $97K | 1.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $97K | 1.1% | |
| Buffalo Small Cap Gr Inst Fund | Registered Investment Companies | — | $0 | $94K | 1.0% | |
| sPrin Capital Appr SA-Z | Pooled Separate Accounts | — | $0 | $72K | 0.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $72K | 0.8% | |
| Vanguard Growth Index Adm Fund | Registered Investment Companies | — | $0 | $51K | 0.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $47K | 0.5% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $23K | 0.3% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $23K | 0.3% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $21K | 0.2% | |
| sPrin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $21K | 0.2% | |
| Prin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | $0 | $17K | 0.2% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $17K | 0.2% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | $0 | $15K | 0.2% | |
| sPrin Equity Income SA-Z | Pooled Separate Accounts | — | $0 | $14K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $14K | 0.2% |