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Original filing (PDF)20251015084354NAL0004099329001
MECA SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
MECA SOLUTIONS, LLC 401K PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
122
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
26 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 MECA SOLUTIONS, LLC.
Plan sponsor
Name
MECA SOLUTIONS, LLC
EIN
39-2032285
Address
P O BOX 28498 · 1281 PARKVIEW ROAD · GREEN BAY, WI · 54324
Phone
(920) 336-7382
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT ADVISORY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI, LLP | 39-0758449 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISOR | $31K | — |
Investments
26 direct securities· $8.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $1.6M | 18.6% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $1.0M | 11.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $847K | 9.7% | |
| DFA International Core Equity Portfolio Institutional Class | — | — | — | $653K | 7.5% | |
| Avantis U.S. Equity Fund Institutional Class | — | — | — | $515K | 5.9% | |
| Fidelity Small Cap Growth Index Fund 121 Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $493K | 5.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $485K | 5.6% | |
| Avantis Emerging Markets Equity Fund Institutional Class | — | — | — | $482K | 5.5% | |
| Avantis U.S. Small Cap Value Fund Institutional Class | — | — | — | $392K | 4.5% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $364K | 4.2% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $349K | 4.0% | |
| Avantis International Small Cap Value Fund Institutional Class | — | — | — | $340K | 3.9% | |
| Dodge & Cox Income Fund Class X | — | — | — | $315K | 3.6% | |
| DFA Investment Grade Portfolio Institutional Class Shares | — | — | — | $247K | 2.8% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $119K | 1.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $75K | 0.9% | |
| Note Receivable Maturing through December 2028, interest from Participants rates of 4.25% to 9.50% | — | — | — | $72K | 0.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $60K | 0.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $56K | 0.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $53K | 0.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $36K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $35K | 0.4% | |
| Mid Atlantic Master Cash Account | — | — | — | $34K | 0.4% | |
| Mid Atlantic Deposit Management Program I | — | — | — | $13K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $5K | <0.1% |