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Original filing (PDF)20250925085048NAL0009548032001
MODUSPEC LLC
Form 5500
FILING_RECEIVED
MODUSPEC LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
87
Accounts w/ balance
189
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODUSPEC LLC.
Plan sponsor
Name
MODUSPEC LLC
EIN
56-1992222
Address
1311 BROADFIELD BLVD. · SUITE 300 · HOUSTON, TX · 77084
Phone
(281) 788-1759
Industry
Engineering Services· 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $31K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 1 pooled fund· $27.1M(99% 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
$25.9M
31 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 K Mutual Fund | — | — | — | $3.5M | 13.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.8M | 10.2% | |
| Fidelity Freedom 2050 K Mutual Fund | — | — | — | $2.6M | 9.6% | |
| Fidelity Freedom 2040 K Mutual Fund | — | — | — | $2.4M | 8.8% | |
| Fidelity Freedom 2045 K Mutual Fund | — | — | — | $2.2M | 8.2% | |
| Fidelity Growth Co K Mutual Fund | — | — | — | $2.2M | 8.0% | |
| Fidelity Freedom 2035 K Mutual Fund | — | — | — | $2.0M | 7.5% | |
| Fidelity Freedom 2055 K Mutual Fund | — | — | — | $1.2M | 4.6% | |
| JH STABLE VALUE R6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.2% | |
| Vanguard Windsor II Adm Mutual Fund | — | — | — | $1.1M | 3.9% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $692K | 2.5% | |
| Fidelity Freedom 2020 K Mutual Fund | — | — | — | $620K | 2.3% | |
| State Street Small/Mid Cap Equity Idx K Mutual Fund | — | — | — | $610K | 2.2% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $562K | 2.1% | |
| Fidelity Freedom 2025 K Mutual Fund | — | — | — | $548K | 2.0% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $543K | 2.0% | |
| Fidelity Puritan K Mutual Fund | — | — | — | $518K | 1.9% | |
| Blackrock International I Mutual Fund | — | — | — | $336K | 1.2% | |
| Fidelity Freedom 2060 K Mutual Fund | — | — | — | $310K | 1.1% | |
| Fidelity Invest GR BD Mutual Fund | — | — | — | $201K | 0.7% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $200K | 0.7% | |
| Ariel Fund Inst Mutual Fund | — | — | — | $169K | 0.6% | |
| Cohen & Steers Instl Realty Mutual Fund | — | — | — | $146K | 0.5% | |
| Baird ST Bond Fund Inst Mutual Fund | — | — | — | $89K | 0.3% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $67K | 0.2% | |
| Blackrock High Yield Bond Instl Mutual Fund | — | — | — | $66K | 0.2% | |
| Fidelity Freedom 2015 K Mutual Fund | — | — | — | $40K | 0.1% | |
| Fidelity Strategic Income Mutual Fund | — | — | — | $31K | 0.1% | |
| Fidelity Freedom 2065 K Mutual Fund | — | — | — | $19K | <0.1% | |
| Fidelity Government Money Market K6 Money Market Fund | — | — | — | $17K | <0.1% | |
| Fidelity Freedom 2010 K Mutual Fund | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Inc K Mutual Fund | — | — | — | $8K | <0.1% |
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