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Original filing (PDF)20251013121907NAL0001200305001
MOTOR-SERVICES HUGO STAMP, INC.
Form 5500
FILING_RECEIVED
MSHS GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
473
Accounts w/ balance
617
Plan assets (EOY)
$66.6M
Net assets (EOY)
$66.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 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
100
Concentration risk
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PIONEER BOND FUND TRUST (extraction pending)]" is 39% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTOR-SERVICES HUGO STAMP, INC..
Plan sponsor
Name
MOTOR-SERVICES HUGO STAMP, INC.
EIN
59-2347143
Address
3190 S.W. 4TH AVENUE · FORT LAUDERDALE, FL · 33315
Phone
(954) 763-3660
Industry
Other Services (ex. Public Admin)see 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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROVENANCE WEALTH ADVISORS LLC | — | MIAMI, FL | INVESTMENT ADVISOR | $73K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METZ & ASSOCIATES PLLC | — | PHOENIX, AZ | AUDITOR | $11K | — |
| MOSS ADAMS LLP | — | PASADENA, CA | AUDITOR | $10K | — |
Investments
3 pooled funds· $1.1M(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $422K | 0.6% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL GROUP · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $368K | 0.6% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $282K | $306K | 0.5% |
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