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Original filing (PDF)20250919161001NAL0002688145001
MBA CONSULTING SERVICES, INC.
Form 5500
FILING_RECEIVED
MBA CSI 401(K) PLAN
401(k) retirement plan
Active participants
431
Accounts w/ balance
368
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
39 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
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MBA CONSULTING SERVICES, INC..
Plan sponsor
Name
MBA CONSULTING SERVICES, INC.
EIN
54-1965683
Address
4795 MEADOW WOOD LANE · SUITE 210 EAST · CHANTILLY, VA · 20151
Phone
(703) 344-9007
Industry
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
2025-09-19
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
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Investments
39 direct securities· $24.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Interest in registered investment companies xx | — | — | — | $4.5M | 17.8% | |
| Fidelity Advisor Freedom 2025 Fund Z Interest in registered investment companies xx | — | — | — | $3.3M | 13.2% | |
| Harbor Capital Appreciation Fund Institutional Class Interest in registered investment companies xx | — | — | — | $1.8M | 7.2% | |
| Fidelity Advisor Freedom 2035 Fund Z Interest in registered investment companies xx | — | — | — | $1.7M | 6.6% | |
| Fidelity Advisor Freedom 2020 Fund Z Interest in registered investment companies xx | — | — | — | $1.5M | 5.8% | |
| MFS Technology R4 Fund Interest in registered investment companies xx | — | — | — | $1.3M | 5.3% | |
| Fidelity Advisor Freedom 2030 Fund Z Interest in registered investment companies xx | — | — | — | $1.1M | 4.3% | |
| Fidelity Advisor Freedom 2040 Fund Z Interest in registered investment companies xx | — | — | — | $863K | 3.4% | |
| Fidelity Advisor Freedom 2015 Fund Z Interest in registered investment companies xx | — | — | — | $665K | 2.7% | |
| Fidelity Government Money Market Interest-bearing cash xx | — | — | — | $636K | 2.5% | |
| Fidelity Advisor Freedom 2050 Fund Z Interest in registered investment companies xx | — | — | — | $601K | 2.4% | |
| Fidelity Advisor Freedom 2045 Fund Z Interest in registered investment companies xx | — | — | — | $565K | 2.3% | |
| Fidelity Advisor Freedom 2055 Fund Z Interest in registered investment companies xx | — | — | — | $441K | 1.8% | |
| Fidelity Advisor Freedom Income Fund Class Z Interest in registered investment companies xx | — | — | — | $423K | 1.7% | |
| Invesco Comstock Fund Class R6 Interest in registered investment companies xx | — | — | — | $412K | 1.6% | |
| Participant Loans Interest rates at 4.25% - 9.50%, - | — | — | — | $397K | 1.6% | |
| Janus Henderson Enterprise Fund Class T Interest in registered investment companies xx | — | — | — | $391K | 1.6% | |
| Fidelity Advisor Freedom 2060 Fund Z Interest in registered investment companies xx | — | — | — | $337K | 1.3% | |
| MFS Massachusetts Investors Growth Fund R6 Interest in registered investment companies xx | — | — | — | $332K | 1.3% | |
| Loomis Sayles Core Plus Bond Fund Class Y Interest in registered investment companies xx | — | — | — | $299K | 1.2% | |
| Fidelity Extended Market Index Fund Interest in registered investment companies xx | — | — | — | $287K | 1.1% | |
| Eaton Vance Income Fund of Boston Fund I Interest in registered investment companies xx | — | — | — | $284K | 1.1% | |
| BlackRock Health Sciences Opportunities Fund I Interest in registered investment companies xx | — | — | — | $284K | 1.1% | |
| Artisan Small Cap Interest in registered investment companies xx | — | — | — | $236K | 0.9% | |
| Fidelity Advisor Energy Fund I Interest in registered investment companies xx | — | — | — | $222K | 0.9% | |
| JP Morgan U.S. Small Company Fund R6 Interest in registered investment companies xx | — | — | — | $191K | 0.8% | |
| American Funds EUPAC Growth R6 Interest in registered investment companies xx | — | — | — | $187K | 0.7% | |
| Fidelity Advisor Freedom 2010 Fund Z Interest in registered investment companies xx | — | — | — | $150K | 0.6% | |
| MFS Mid Cap Value R4 Fund Interest in registered investment companies xx | — | — | — | $143K | 0.6% | |
| Fidelity International Index Fund Interest in registered investment companies xx | — | — | — | $135K | 0.5% | |
| Fidelity US Bond Index Fund Interest in registered investment companies xx | — | — | — | $127K | 0.5% | |
| Neuberger Berman Real Estate Fund R6 Class Interest in registered investment companies xx | — | — | — | $108K | 0.4% | |
| Janus Henderson Global Equity Income N Interest in registered investment companies xx | — | — | — | $107K | 0.4% | |
| AS Govt SECS IS Interest in registered investment companies xx | — | — | — | $65K | 0.3% | |
| American Funds New World R6 Interest in registered investment companies xx | — | — | — | $41K | 0.2% | |
| American Beacon Small Cap Value Investor Class Interest in registered investment companies xx | — | — | — | $37K | 0.1% | |
| Fidelity Advisor Freedom 2065 Fund Z Interest in registered investment companies xx | — | — | — | $37K | 0.1% | |
| BlackRock Commodity Strategies IS Interest in registered investment companies xx | — | — | — | $36K | 0.1% | |
| American Beacon Global Bond Z Interest in registered investment companies xx | — | — | — | $4K | <0.1% |
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