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Original filing (PDF)20251001130207NAL0031674130001
MICROSYSTEMS AUTOMATION GROUP
Form 5500
FILING_RECEIVED
MICROSYSTEMS AUTOMATION GROUP RETIREMENT PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
20
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICROSYSTEMS AUTOMATION GROUP.
Plan sponsor
Name
MICROSYSTEMS AUTOMATION GROUP
EIN
54-1651781
Address
2785 B HARTLAND RD · FALLS CHURCH, VA · 22043
Phone
(703) 538-0807
Industry
Custom Computer Programming· 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
2025-10-01
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
CST GROUP CPA'S, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CST GROUP CPA'S, P. C. | 54-1019610 | — | N/A | $15K | — |
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $7K | — |
Investments
28 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Fidelity Advisor Freedom 2045 Fund | — | — | — | $1.5M | 16.1% | |
| Trust Company Fidelity Management Fidelity Advisor Freedom 2025 Fund | — | — | — | $1.3M | 14.4% | |
| Trust Company Vanguard 500 Index Fund | — | — | — | $1.0M | 11.4% | |
| Fidelity Management Fidelity Advisor Freedom 2030 Fund | — | — | — | $1.0M | 11.0% | |
| Trust Company Fidelity Management Fidelity Advisor Freedom 2050 Fund | — | — | — | $619K | 6.7% | |
| Trust Company Fidelity Management Fidelity Advisor Freedom 2055 Fund | — | — | — | $607K | 6.6% | |
| Trust Company Fidelity Management Fidelity Advisor Freedom 2040 Fund | — | — | — | $535K | 5.8% | |
| Trust Company Fidelity Management Fidelity Advisor Freedom 2035 Fund | — | — | — | $384K | 4.2% | |
| Trust Company Fidelity Management Fidelity Freedom Income Fund | — | — | — | $311K | 3.4% | |
| Trust Company Amundi US Pioneer Fundamental Growth Fund | — | — | — | $298K | 3.2% | |
| John Hancock Life John Hancock Disciplied Value Fund | — | — | — | $228K | 2.5% | |
| Insurance Company Macquarie International Core Equity Fund | — | — | — | $207K | 2.2% | |
| Standard Insurance Standard Stable Asset Fund III | — | — | — | $181K | 2.0% | |
| Company Victory Capital Victory Sycamore Established Value Fund | — | — | — | $155K | 1.7% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $148K | 1.6% | |
| BNY Mellon BNY Mellon Small-Cap Stock Index Fund | — | — | — | $116K | 1.3% | |
| Fidelity Management Fidelity Advisor Strategic Income Fund | — | — | — | $110K | 1.2% | |
| Trust Company Macquarie Mid-Cap Growth Fund | — | — | — | $87K | 0.9% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $72K | 0.8% | |
| Vanguard Total International Stock Index Fund | — | — | — | $62K | 0.7% | |
| Fidelity Management Fidelity Advisor Freedom 2060 Fund | — | — | — | $62K | 0.7% | |
| Trust Company AllianceBernstein AB Small-Cap Growth Fund | — | — | — | $46K | 0.5% | |
| Installment loans receivable with interest Notes receivable * rates ranging from 4.25% to 9.50% that | — | — | — | $35K | 0.4% | |
| Vanguard Energy Fund | — | — | — | $29K | 0.3% | |
| Amundi US Pioneer Bond Fund | — | — | — | $19K | 0.2% | |
| Victory Sycamore Small Company Victory Capital | — | — | — | $18K | 0.2% | |
| Opportunity Fund Fidelity Management Fidelity Advisor Freedom 2020 Fund | — | — | — | $9K | 0.1% | |
| Trust Company Fidelity Management Fidelity Advisor Freedom 2065 Fund | — | — | — | $3K | <0.1% |
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