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Original filing (PDF)20251014153127NAL0001619235001
MASTER VAC INDUSTRIAL SERVICES, LLC
Form 5500
FILING_RECEIVED
MASTERVAC AND DYNAMIC COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
~110 bps in Sched C fees
Active participants
202
Accounts w/ balance
161
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 110 bps in Schedule C fees — 112% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASTER VAC INDUSTRIAL SERVICES, LLC.
Plan sponsor
Name
MASTER VAC INDUSTRIAL SERVICES, LLC
EIN
72-1480067
Address
6260 LOUISIANA 73 · GEISMAR, LA · 70734
Phone
(225) 677-5446
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | PLAN INVESTMENT ADVISOR | $40K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION, LLC | 46-0570503 | — | THIRD PARTY ADMIN | $18K | — |
Investments
22 direct securities· $8.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company Transamerica Stable Value Core Option | — | — | — | $1.7M | 20.0% | |
| T. Rowe Price T. Rowe Price Retirement 2005 | — | — | — | $1.5M | 16.9% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $646K | 7.4% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $451K | 5.2% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $446K | 5.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | — | $439K | 5.0% | |
| TCW Metropolitan West Total Return Bond I | — | — | — | $413K | 4.7% | |
| Notes receivable from participants 5.25% - 10.50% - | — | — | — | $406K | 4.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $397K | 4.5% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $357K | 4.1% | |
| MFS Value R3 | — | — | — | $320K | 3.7% | |
| Vanguard Mid Cap Index Adm | — | — | — | $277K | 3.2% | |
| Franklin Templeton Franklin Small Cap Value Adv | — | — | — | $228K | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $226K | 2.6% | |
| Fidelity 500 Index | — | — | — | $207K | 2.4% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $195K | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | — | $183K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | — | $120K | 1.4% | |
| Goldman Sachs Goldman Sachs Small/Mid Cap Growth Instl | — | — | — | $92K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | — | — | — | $65K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | — | — | — | $28K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | — | — | — | $13K | 0.1% |
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