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Original filing (PDF)20250910100416NAL0013091987001
MENTOR TECHNICAL GROUP CORP.
Form 5500
FILING_RECEIVED
MENTOR TECHNICAL GROUP CORP. PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
482
Accounts w/ balance
224
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "AMERICAN FUNDS AMERICAN BALANCED R6" is 26% of plan.
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENTOR TECHNICAL GROUP CORP..
Plan sponsor
Name
MENTOR TECHNICAL GROUP CORP.
EIN
66-0596427
Address
PO BOX 6857 · CAGUAS, PR · 00726
Phone
(787) 743-0897
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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3C · Not intended to be qualified
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
RODRIGUEZ-SANABRIA & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP LLC | — | SAN DIEGO, CA | BROKER/ADVISER | $18K | — |
Investments
32 direct securities· $5.9M(94% of reported assets)
Mutual Funds
$5.6M
30 holdings
Uncategorized
$341K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $1.5M | 24.0% | |
| VANGUARD 500 INDEX ADMIRAL | Mutual Funds | — | — | $749K | 11.8% | |
| VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $417K | 6.6% | |
| VANGUARD STRATEGIC EQUITY INV | Mutual Funds | — | — | $385K | 6.1% | |
| MACQUIRE SELECT MID CAP GROWTH | Mutual Funds | — | — | $370K | 5.8% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $330K | 5.2% | |
| FIXED INCOME KEY GUARANTEED PORTFOLIO FUND | — | — | — | $272K | 4.3% | |
| VANGUARD TARGET RETIREMENT INC INV | Mutual Funds | — | — | $233K | 3.7% | |
| TCW MET WEST TOTAL RETURN BOND | Mutual Funds | — | — | $198K | 3.1% | |
| VANGUARD TARGET RETIREMENT 2035 | Mutual Funds | — | — | $157K | 2.5% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $145K | 2.3% | |
| VANGUARD TARGET RETIREMENT 2030 | Mutual Funds | — | — | $143K | 2.3% | |
| VANGUARD MID CAP VALUE INDEX ADMIRA | Mutual Funds | — | — | $135K | 2.1% | |
| VAGUARD STRATEGIC SMALL CAP EQUITY | Mutual Funds | — | — | $128K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2040 | Mutual Funds | — | — | $114K | 1.8% | |
| ANGUARD TARGET RETIREMENT 2055 | Mutual Funds | — | — | $99K | 1.6% | |
| VANGUARD TARGET RETIREMENT 2050 | Mutual Funds | — | — | $80K | 1.3% | |
| JP MORGAN US RESEARCH ENHANCED EQUI | Mutual Funds | — | — | $79K | 1.2% | |
| FORFEITURES | — | — | — | $69K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2045 | Mutual Funds | — | — | $68K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2025 | Mutual Funds | — | — | $51K | 0.8% | |
| AMERICAN FUNDS CAPITAL WORLD | Mutual Funds | — | — | $49K | 0.8% | |
| MASSMUTUAL SELECT MID CAP GR EQ II | Mutual Funds | — | — | $35K | 0.6% | |
| PIMCO INT BOND (USD-HEDGED) I | Mutual Funds | — | — | $27K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2020 | Mutual Funds | — | — | $26K | 0.4% | |
| DFA INFLATION-PROTECTED SECURITIES | Mutual Funds | — | — | $17K | 0.3% | |
| HARDING LOEVNER INSTL EMERGING MARK | Mutual Funds | — | — | $13K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2060 | Mutual Funds | — | — | $12K | 0.2% | |
| VANGUARD SMALL CAP VALUE INDEX ADMI | Mutual Funds | — | — | $7K | 0.1% | |
| BLACKROCK LOW DURATION BD | Mutual Funds | — | — | $6K | <0.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADM | Mutual Funds | — | — | $5K | <0.1% | |
| BLACKROCK HIGH YIELD BOND INSTL | Mutual Funds | — | — | $2K | <0.1% |
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