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Original filing (PDF)20250818134558NAL0000676403001
MEASUREMENT INCORPORATED
Form 5500
FILING_RECEIVED
MEASUREMENT INCORPORATED 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
291
Accounts w/ balance
177
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Vanguard 500 Index Fund Admiral Shares" is 26% of plan.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEASUREMENT INCORPORATED.
Plan sponsor
Name
MEASUREMENT INCORPORATED
EIN
56-1264255
Address
423 MORRIS STREET · DURHAM, NC · 27701
Phone
(919) 683-2413
Industry
Educational 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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THOMAS, JUDY & TUCKER, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | DRESCHER, PA | RECORD KEEPER | $37K | — |
Investments
29 direct securities· $22.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $5.7M | 25.6% | |
| Harbor Capital Appreciation Retirement Class | — | — | — | $4.1M | 18.6% | |
| Columbia Dividend Income Fund Class I2 | — | — | — | $1.7M | 7.7% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.4M | 6.4% | |
| PIMCO RAE US Small Instl | — | — | — | $1.1M | 4.8% | |
| American Funds American Balanced Fund Class R6 | — | — | — | $1000K | 4.5% | |
| Metropolitan West Total Return Bond Fund Class I | — | — | — | $971K | 4.4% | |
| Baron Growth Fund Institutional Shares | — | — | — | $949K | 4.3% | |
| Oakmark International Institutional Fund | — | — | — | $865K | 3.9% | |
| Vanguard Mid-Cap Value Index Admiral Shares | — | — | — | $580K | 2.6% | |
| Vanguard Total International Bond Index Admiral Shares | — | — | — | $528K | 2.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $349K | 1.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $303K | 1.4% | |
| T. Rowe Price Integrated US Small-Cap Growth Equity Fund | — | — | — | $302K | 1.4% | |
| Lord Abbett Short Duration Income Fund Class R6 | — | — | — | $261K | 1.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $261K | 1.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $235K | 1.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $232K | 1.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $219K | 1.0% | |
| Fidelity U.S. Sustainability Index Fund | — | — | — | $194K | 0.9% | |
| Vanguard Developed Markets Index Admiral Shares | — | — | — | $186K | 0.8% | |
| Fidelity Real Estate Index Fund | — | — | — | $173K | 0.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $165K | 0.7% | |
| Fidelity Sustainability Bond Index Fund | — | — | — | $138K | 0.6% | |
| Vanguard Mid Cap Index Admiral Shares | — | — | — | $119K | 0.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $91K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $36K | 0.2% | |
| Participant Loans** Interest Rates (4.25% - 9.50%) | — | — | — | $25K | 0.1% | |
| Fidelity International Sustainability Index Fund | — | — | — | $13K | <0.1% |
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