Back to filter
Original filing (PDF)20250717092953NAL0000052673001
MSA PROFESSIONAL SERVICES, INC.
Form 5500
FILING_RECEIVED
MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
459
Accounts w/ balance
619
Plan assets (EOY)
$91.4M
Net assets (EOY)
$91.4M
How this plan invests
This plan
19 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)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MSA PROFESSIONAL SERVICES, INC..
Plan sponsor
Name
MSA PROFESSIONAL SERVICES, INC.
EIN
39-1016174
Address
1230 SOUTH BOULEVARD · BARABOO, WI · 53913
Phone
(563) 424-3695
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $94K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $23K | — |
Investments
15 direct securities · 19 pooled funds· $95.2M(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.
Uncategorized
$54.0M
15 holdings
Common Collective Trust
$26.2M
14 holdings
Pooled Separate Account
$15.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Pl Mutual Fund | — | — | — | $16.8M | 18.3% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELTY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $7.1M | 7.8% | |
| American Funds Washington Mutual R6 Mutual Fund | — | — | — | $5.6M | 6.1% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $5.4M | 6.0% | |
| T. Rowe Price Instl Mid-Cap Equity Gr Mutual Fund | — | — | — | $4.4M | 4.9% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $4.1M | 4.5% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $4.0M | 4.4% | |
| Capital Group Europacific Growth Sa Pooled Separate Account | — | — | — | $3.8M | 4.2% | |
| FUTUREFUNDS SERIES ACCT II OF GWLA EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $3.8M | 4.2% | |
| Vanguard Total Bond Market Index Inst Mutual Fund | — | — | — | $3.6M | 4.0% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $3.6M | 3.9% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $3.5M | 3.8% | |
| GWI Fixed Account - Series Class III Fixed Annuity | — | — | — | $2.9M | 3.2% | |
| Vanguard Total Intl Stock Index Instl Mutual Fund | — | — | — | $2.7M | 3.0% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $2.7M | 2.9% | |
| Vanguard Small Cap Index Instl Mutual Fund | — | — | — | $2.6M | 2.8% | |
| T. Rowe Price Integrated Us Sm Gr Eq I Mutual Fund | — | — | — | $2.5M | 2.7% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $2.4M | 2.7% | |
| Vanguard Ftse Social Index I Mutual Fund | — | — | — | $2.3M | 2.6% | |
| VICTORY SMALL CAP VALUE COLLECTV 75 THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $2.1M | 2.3% | |
| Vanguard Mid Cap Index Ins Mutual Fund | — | — | — | $2.0M | 2.2% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $999K | 1.1% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $935K | 1.0% | |
| Nuveen Real Estate Securities R6 Mutual Fund | — | — | — | $854K | 0.9% | |
| Empower Secure Foundation Bal Inst Mutual Fund | — | — | — | $709K | 0.8% | |
| Participant loans Low 4.25% - High 9.50% | — | — | — | $446K | 0.5% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $365K | 0.4% | |
| FIDELITY FREEDOM BLEND 2020 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $112K | 0.1% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $99K | 0.1% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 097 | Pooled Separate Account | — | — | $55K | <0.1% | |
| FIDELITY FREEDOM BLEND INCM COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRU CORE PLUS BOND FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using ACEC RETIREMENT TRUST
KCI TECHNOLOGIES, INC
KCI TECHNOLOGIES, INC 401(K) PLAN
$267.7M · 2,339 participants
MEAD & HUNT, INC.
MEAD & HUNT, INC. 401(K) SAVINGS PLAN
$236.6M · 1,387 participants
H2M ARCHITECTS, ENGINEERS, GEOLOGY, LAND SURVEYING AND LANDSCAPE ARCHI
H2M ARCHITECTS + ENGINEERS 401(K) PLAN
$167.9M · 574 participants
A. MORTON THOMAS AND ASSOCIATES, INC.
A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN
$77.8M · 509 participants
ERDMAN, ANTHONY HOLDING COMPANY, INC.
ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN
$64.3M · 252 participants
HUBBELL, ROTH, & CLARK, INC.
HUBBELL ROTH & CLARK, INC. 401(K) PLAN
$61.8M · 296 participants
Similar-size Engineering Services plans
BOSTON DYNAMICS, INC.
BOSTON DYNAMICS, INC. 401(K) RETIREMENT PLAN
$91.3M · 807 participants
ADVANCED ELEMENTS, INC.
ADVANCED ELEMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$91.1M · 286 participants
ISG DIFFERENCE, INC.
ISG EMPLOYEE STOCK OWNERSHIP PLAN
$91.1M · 454 participants
TLC ENGINEERING SOLUTIONS, INC.
TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN
$90.9M · 527 participants
KLJ SOLUTIONS HOLDING CO.
KLJ SOLUTIONS CO EMPLOYEE STOCK OWNERSHIP PLAN
$92.4M · 552 participants
QUEST GLOBAL SERVICES N.A., INC.
QUEST GLOBAL 401(K) PLAN
$90.3M · 2,023 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B