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Original filing (PDF)20251015081054NAL0004037425001
MPR ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
MPR ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
271
Accounts w/ balance
392
Plan assets (EOY)
$200.5M
Net assets (EOY)
$200.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
33 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.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MPR ASSOCIATES, INC..
Plan sponsor
Name
MPR ASSOCIATES, INC.
EIN
52-0804505
Address
320 KING STREET · SUITE 400 · ALEXANDRIA, VA · 22314
Phone
(703) 519-0200
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GROSSBERG COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | — | OVERLAND PARK, KS | NONE | $75K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $47K | — |
Investments
19 direct securities · 14 pooled funds· $194.9M(97% 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
$103.6M
19 holdings
Common Collective Trust
$91.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund - | — | — | — | $32.3M | 16.1% | |
| T. Rowe Price Group, Inc. Blue Chip Growth Fund - | — | — | — | $14.9M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $14.0M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.5M | 5.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.8M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.5M | 4.7% | |
| T. Rowe Price Group, Inc. Mid-Cap Growth Fund - | — | — | — | $9.3M | 4.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.0M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $8.4M | 4.2% | |
| T. Rowe Price Group, Inc. Equity Income Fund - | — | — | — | $6.5M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $6.4M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.2M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.2M | 3.1% | |
| T. Rowe Price Group, Inc. Balanced Fund - | — | — | — | $6.1M | 3.1% | |
| T. Rowe Price Group, Inc. Mid-Cap Index Admiral Fund - | — | — | — | $5.7M | 2.9% | |
| Vanguard New Horizons Fund - | — | — | — | $5.6M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.2M | 2.6% | |
| T. Rowe Price Group, Inc. Small-Cap Index Admiral Fund - | — | — | — | $3.8M | 1.9% | |
| Vanguard Total International Stock Index Admiral - | — | — | — | $3.4M | 1.7% | |
| Transamerica Small-Cap Value Fund - | — | — | — | $3.4M | 1.7% | |
| Vanguard International Equity I - | — | — | — | $2.6M | 1.3% | |
| Vanguard Income Institutional - | — | — | — | $2.2M | 1.1% | |
| PGIM TOTAL RETURN BOND FUND CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $2.0M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.0% | |
| PIMCO Total Bond Index Admiral - | — | — | — | $1.9M | 1.0% | |
| PIMCO Real Return Fund - | — | — | — | $1.5M | 0.7% | |
| PIMCO Foreign Bond US Hedge Institutional Fund - | — | — | — | $1.5M | 0.7% | |
| DFA Disciplined Value Mid Cap Fund - | — | — | — | $1.4M | 0.7% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Fund - | — | — | — | $743K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $595K | 0.3% | |
| John Hancock International Small Company Portfolio Institutional Fund - | — | — | — | $450K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $414K | 0.2% | |
| T. Rowe Price Group, Inc. Money Market Fund - Government Money - | — | — | — | $164K | <0.1% |