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Original filing (PDF)20251014150542NAL0006563906001

MIRATECH GROUP, LLC

Form 5500
FILING_RECEIVED
MIRATECH GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
494
Accounts w/ balance
490
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
  • 49 bps in Schedule C fees — 68% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIRATECH GROUP, LLC.
Plan sponsor
Name
MIRATECH GROUP, LLC
EIN
46-5452602
Address
420 S 145TH E AVE · MAIL DROP A · TULSA, OK · 74108
Phone
(918) 622-7077
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$70K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
SAGEVIEW ADVISORY GROUP LLC33-0818667ADVISOR$34K

Investments

29 direct securities· $19.8M(93% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity Large Cap Growth Index Mutual Fund N/A$2.9M13.4%
Fidelity Freedom Index 2035 PRM Mutual Fund N/A$1.9M9.1%
PUTN Large Capital VAL R6 Mutual Fund N/A$1.9M8.8%
Fidelity Freedom Index 2045 PRM Mutual Fund N/A$1.9M8.8%
Fidelity Freedom Index 2040 PRM Mutual Fund N/A$1.6M7.7%
Fidelity Freedom Index 2030 PRM Mutual Fund N/A$1.5M7.2%
Fidelity Freedom Index 2055 PRM Mutual Fund N/A$1.5M7.0%
CRLN E Mid Cap Growth R6 Mutual Fund N/A$847K4.0%
Fidelity Freedom Index 2060 PRM Mutual Fund N/A$744K3.5%
Fidelity Freedom Index 2025 PRM Mutual Fund N/A$629K2.9%
Fidelity 500 Index Mutual Fund N/A$624K2.9%
Fidelity Small Cap Growth Mutual Fund N/A$474K2.2%
Fidelity Freedom Index 2065 PRM Mutual Fund N/A$457K2.1%
CB Intl Growth IS Mutual Fund N/A$373K1.7%
Fidelity Govt Money Market Money Market Mutual Fund N/A$359K1.7%
DFA Emerg MKT Core EQ Mutual Fund N/A$358K1.7%
PIMCO Income Inst Mutual Fund N/A$303K1.4%
Victory S Est Val R6 Mutual Fund N/A$231K1.1%
PIM Rae US Small I Mutual Fund N/A$213K1.0%
Fidelity Mid Cap Index Mutual Fund N/A$176K0.8%
Fidelity Small Cap Index Mutual Fund N/A$150K0.7%
Fidelity Freedom Index 2020 PRM Mutual Fund N/A$133K0.6%
Fidelity US Bond Index Mutual Fund N/A$124K0.6%
Fidelity Total Intl Index Mutual Fund N/A$106K0.5%
JPM Core Bond R6 Mutual Fund N/A$97K0.5%
Fidelity Freedom Index 2010 PRM Mutual Fund N/A 100 * Fidelity Freedom Index 2015 PRM Mutual Fund N/A$80K0.4%
Notes receivable from participants Maturing 2025-2028 at interest rates of 4.25% - 9.50% -$14K<0.1%
Fidelity Freedom Index 2065 PRM Mutual Fund N/A$7K<0.1%
Fidelity FDM Index PRM Mutual Fund N/A$4K<0.1%

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