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Original filing (PDF)20241010105239NAL0011390179001
MASTERS ELECTRICAL 401(K) PLAN
Form 5500
FILING_RECEIVED
MASTERS ELECTRICAL SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
~148 bps in Sched C fees
Active participants
90
Accounts w/ balance
101
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
25 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 148 bps in Schedule C fees — 185% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASTERS ELECTRICAL 401(K) PLAN.
Plan sponsor
Name
MASTERS ELECTRICAL 401(K) PLAN
EIN
74-2618930
Address
4239 WEST IH -10 · SEGUIN, TX · 78155
Phone
(830) 303-6330
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-10
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SELLECK ACCOUNTING & FINANCE, PPLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $8K | — |
| DAVID K. YOUNG CONSULTING, LLC | 20-1307632 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY-PLAN | $670 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SELLECK ACCOUNTING & FINANCE PLLC | 85-1204532 | — | AUDIT | $9K | — |
Investments
25 pooled funds· $1.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANS LIFEGOAL 2025 BLACKROCK RETOP TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | $1.0M | 66.7% |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $118K | 7.5% |
| MFS VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $51K | 3.3% |
| JPMORGAN LARG CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $51K | 3.2% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $48K | 3.0% |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $25K | 1.6% |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INSIRANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | $25K | 1.6% |
| MFS INTL DIVERSIFICATION TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $22K | 1.4% |
| FIDELITY ADVISOR EMERGING MARKETS R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $19K | 1.2% |
| MFS INTERNATIONAL INTRINSIC VALUE R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $18K | 1.1% |
| VANGUARD SMALL CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $18K | 1.1% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $17K | 1.1% |
| STATE STREET S&P MID CAP INDEX RETO TRAMSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | $17K | 1.1% |
| AB SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $14K | 0.9% |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | $14K | 0.9% |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $14K | 0.9% |
| ALL SPRINGS SPECIAL MID CAP VALUE R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $13K | 0.8% |
| FRANKLIN SMALL CAP VALUE R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $13K | 0.8% |
| AB GLOBAL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $9K | 0.6% |
| STATE STREET US BOND INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | $8K | 0.5% |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $8K | 0.5% |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $8K | 0.5% |
| PIONEER BOND RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | $8K | 0.5% |
| PIMCO INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $6K | 0.4% |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $404 | <0.1% |
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