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Original filing (PDF)20250723115045NAL0004046129001
MAGNUM ENGINEERING AND CONTROLS
Form 5500
FILING_RECEIVED
MAGNUM ENGINEERING AND CONTROLS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
161
Accounts w/ balance
97
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
104 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGNUM ENGINEERING AND CONTROLS.
Plan sponsor
Name
MAGNUM ENGINEERING AND CONTROLS
EIN
74-2953381
Address
1322 SPACE PARK DR, · B255 · HOUSTON, TX · 77058
Phone
(210) 727-3006
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
2025-07-23
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
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SOL SCHWARTZ & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
104 direct securities· $10.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vngrd Gr Inc Adml Mutual Fund | — | — | — | $641K | 5.9% | |
| Nw Bailardtchscnc R6 Mutual Fund | — | — | — | $611K | 5.7% | |
| Brandywineglobal - Corp Credit Class Mutual Fund ** 225 Fed Hrms Gov Oblgtns Prmr Mutual Fund | — | — | — | $566K | 5.2% | |
| Alger Spectra Z Mutual Fund | — | — | — | $555K | 5.1% | |
| Jpm Lgcap Gr R6 Mutual Fund | — | — | — | $550K | 5.1% | |
| Vngrd Us Gr Adml Mutual Fund | — | — | — | $514K | 4.8% | |
| Vngrd 500 Index Fd As Mutual Fund | — | — | — | $442K | 4.1% | |
| Ab Lgcap Gr I Mutual Fund | — | — | — | $402K | 3.7% | |
| Jpm Us Eq R5 Mutual Fund | — | — | — | $389K | 3.6% | |
| Fidadv Realest | I Mutual Fund ** 233 Fidadv Strat Inc I Mutual Fund ** 220 Fnkln Dynatech Adv Mutual Fund | — | — | — | $335K | 3.1% | |
| Mfs Divrs Inc R4 Mutual Fund | — | — | — | $310K | 2.9% | |
| Nuveen Intl Opportunities Class Mutual Fund ** 211 Columbia Global Technology Fund - In Mutual Fund | — | — | — | $299K | 2.8% | |
| Notes receivable from participants Various Maturity Dates | — | — | — | $274K | 2.5% | |
| Nw Dest 2030 R6 Mutual Fund | — | — | — | $245K | 2.3% | |
| Ab Smcap Gr Adv Mutual Fund | — | — | — | $244K | 2.3% | |
| Nw Inv Dest Mod Aggr R6 Mutual Fund | — | — | — | $242K | 2.2% | |
| Msif Glbl Oppr I Mutual Fund | — | — | — | $188K | 1.7% | |
| Leggm Clrbrdg Lgcap Gr I Mutual Fund | — | — | — | $160K | 1.5% | |
| Self Directed Brokerage Account Mutual Funds / Common Stocks ** $ | — | — | — | $156K | 1.4% | |
| Nw Dest 2035 R6 Mutual Fund | — | — | — | $155K | 1.4% | |
| Pimcocomdyrealrtnstratinst Mutual Fund ** 208 Vic Pioneer Select Md Cp Gr Y Mutual Fund | — | — | — | $149K | 1.4% | |
| Victory Sycamore Est Value Mutual Fund | — | — | — | $143K | 1.3% | |
| Virtus Crdex Mdcpvaleq R6 Mutual Fund ** 349 Virtus Kar Smcap Cor R6 Mutual Fund | — | — | — | $142K | 1.3% | |
| Gughm Flotng Rt Strat Inst Mutual Fund | — | — | — | $140K | 1.3% | |
| Jnshndrsn Triton N Mutual Fund | — | — | — | $128K | 1.2% | |
| Abrdn Emrg Mkt Inst Mutual Fund ** 215 Alger Cap App 12 Mutual Fund | — | — | — | $118K | 1.1% | |
| Ab Hi Inc I Mutual Fund | — | — | — | $112K | 1.0% | |
| Fidadv Free 2025 Inst Mutual Fund | — | — | — | $104K | 1.0% | |
| Fidadv HIth Care I Mutual Fund | — | — | — | $98K | 0.9% | |
| Nw Dest 2025 R6 Mutual Fund | — | — | — | $96K | 0.9% | |
| Prncpl Hi Yld Inst Mutual Fund | — | — | — | $91K | 0.8% | |
| Blkrk HIth Scnc Oppr Inst Mutual Fund | — | — | — | $85K | 0.8% | |
| Dfa Us Trgt Val Inst Mutual Fund | — | — | — | $84K | 0.8% | |
| Fidadv China Reg Inst Mutual Fund ** 244 Fidadv Enrgy I Mutual Fund | — | — | — | $81K | 0.8% | |
| Nw Dest 2040 R6 Mutual Fund | — | — | — | $81K | 0.7% | |
| Pimco Stkplsintdlrhdg Inst Mutual Fund | — | — | — | $77K | 0.7% | |
| Ab Disc Val I Mutual Fund | — | — | — | $74K | 0.7% | |
| Nw Inv Dest Aggr R6 Mutual Fund | — | — | — | $71K | 0.7% | |
| Nw Dest 2050 R6 Mutual Fund | — | — | — | $71K | 0.7% | |
| Blkrk Mdcap Gr Eq Inst Mutual Fund ** 742 Cohenstrs Realest Sec Inst Mutual Fund | — | — | — | $71K | 0.7% | |
| Ariel Fd Inv Mutual Fund | — | — | — | $70K | 0.7% | |
| Fid Sel Sftwre It Svc Mutual Fund | — | — | — | $70K | 0.6% | |
| Nw Inv Dest Mod Cnsrv R6 Mutual Fund | — | — | — | $69K | 0.6% | |
| Pimco Real Rtn Inst Mutual Fund ** 212 Pimco Stk Plus Sm Inst Mutual Fund | — | — | — | $68K | 0.6% | |
| As Glbl Smcap Inst Mutual Fund | — | — | — | $64K | 0.6% | |
| Prudntl Jnisn Natrl Rsrc Z Mutual Fund | — | — | — | $60K | 0.6% | |
| Invsco Emrg Mkt Allcap R5 Mutual Fund | — | — | — | $54K | 0.5% | |
| Primecap Odysy Gr Mutual Fund | — | — | — | $50K | 0.5% | |
| Jpmorgan Usrsrchenhcdeq R6 Mutual Fund | — | — | — | $50K | 0.5% | |
| Vngrd Mdcap Val Indx Adml Mutual Fund | — | — | — | $48K | 0.4% | |
| Nw Nyse Arctch100indx R6 Mutual Fund | — | — | — | $47K | 0.4% | |
| Vngrd WIsly Inc Adml Mutual Fund | — | — | — | $44K | 0.4% | |
| Nw Dest 2060 R6 Mutual Fund | — | — | — | $43K | 0.4% | |
| Vngrd Smcap Gr Indx Adml Mutual Fund | — | — | — | $42K | 0.4% | |
| Dfa Intl Core Equity 2 Portfolio Inst Mutual Fund ** 216 Dfa Realest Sec Mutual Fund | — | — | — | $36K | 0.3% | |
| Pimco Stkplus Ttl Rtn Inst Mutual Fund ** 283 Pimco Ttl Rtn Inst Mutual Fund | — | — | — | $31K | 0.3% | |
| Tcw Securitized Bond Mutual Fund ** 214 Thrnbrg Ltd Trm Inc R5 Mutual Fund ** 215 Trowepr Blue Chip Gr Mutual Fund | — | — | — | $29K | 0.3% | |
| Mfs Val R6 Mutual Fund | — | — | — | $29K | 0.3% | |
| Vngrd Intl Explr Inv Mutual Fund ** 213 Vngrd Lt Invmt Grd Adml Mutual Fund ** 449 Vngrd Mdcap Gr Indx Adml Mutual Fund | — | — | — | $27K | 0.3% | |
| Heartland Val Pls Inst Mutual Fund ** 213 Hssman Strat Ttl Rtn Mutual Fund ** 219 Invsco Asia Pcfc Gr Y Mutual Fund | — | — | — | $27K | 0.2% | |
| Prudntl Jnisn Util Z Mutual Fund | — | — | — | $24K | 0.2% | |
| Harbor Intl Inst Mutual Fund | — | — | — | $24K | 0.2% | |
| Macquarie Diversified Income Inst Mutual Fund ** 214 Macquarie Ext Dur Bond Inst Mutual Fund | — | — | — | $23K | 0.2% | |
| Amfds New Wld R6 Mutual Fund | — | — | — | $23K | 0.2% | |
| Nw Dest 2055 R6 Mutual Fund | — | — | — | $22K | 0.2% | |
| Col Bal Inst2 Mutual Fund | — | — | — | $22K | 0.2% | |
| Aqr Lgcap Defn Style I Mutual Fund | — | — | — | $22K | 0.2% | |
| As Lg Co Gr Inst Mutual Fund ** 29 As Prec Mtls Inst Mutual Fund ** 254 As Spec Smcap Val Inst Mutual Fund ** 253 As Util Telcom Inst Mutual Fund | — | — | — | $22K | 0.2% | |
| Nw Dest Rtrmt R6 Mutual Fund | — | — | — | $22K | 0.2% | |
| Amfds Cap Inc Bldr R6 Mutual Fund ** 229 Amfds New Econ R6 Mutual Fund | — | — | — | $22K | 0.2% | |
| (continued) Msif Inst Gr Mutual Fund | — | — | — | $20K | 0.2% | |
| Amfds Am Bal R6 Mutual Fund | — | — | — | $18K | 0.2% | |
| Dfa Us Cor Eq I Mutual Fund | — | — | — | $18K | 0.2% | |
| Vngrd Divrs Eq Inv Mutual Fund | — | — | — | $17K | 0.2% | |
| Mfs Intl Divrs R4 Mutual Fund | — | — | — | $16K | 0.1% | |
| Vngrd HIth Care Adml Mutual Fund | — | — | — | $15K | 0.1% | |
| Amgmgrs Frpt Mdcap I Mutual Fund ** 382 Amgmgrs Ycktmn Focs I Mutual Fund | — | — | — | $14K | 0.1% | |
| Prncpl Mdcap Gr Inst Mutual Fund | — | — | — | $14K | 0.1% | |
| Fed Hrms Inst Hiyldbd Inst Mutual Fund | — | — | — | $14K | 0.1% | |
| Jpm Smcap Eq R5 Mutual Fund | — | — | — | $13K | 0.1% | |
| Dfa Glbl Eq Inst Mutual Fund | — | — | — | $12K | 0.1% | |
| Neuber Realest Inst Mutual Fund | — | — | — | $12K | 0.1% | |
| Stwrd Smmdcapenhcindx Inst Mutual Fund | — | — | — | $10K | <0.1% | |
| Nw Inv Dest Cnsrv R6 Mutual Fund | — | — | — | $10K | <0.1% | |
| Parnassus Val Eq Inst Mutual Fund ** 260 Pimco Inc Inst Mutual Fund ** 218 Pimco Intl BdusdIrhdginst Mutual Fund ** 219 Pimco Low Dur Inst Mutual Fund | — | — | — | $9K | <0.1% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund | — | — | — | $8K | <0.1% | |
| Nw Inv Dest Mod R6 Mutual Fund | — | — | — | $8K | <0.1% | |
| Col Contra Cor Inst3 Mutual Fund ** 278 Davis Fin Y Mutual Fund | — | — | — | $8K | <0.1% | |
| Invsco Eq Inc R5 Mutual Fund | — | — | — | $7K | <0.1% | |
| Gdmnscs Smmdcap Gr Inst Mutual Fund | — | — | — | $7K | <0.1% | |
| Invsco Goldspecmnrls Y Mutual Fund | — | — | — | $7K | <0.1% | |
| Nw Dest 2045 R6 Mutual Fund | — | — | — | $5K | <0.1% | |
| (continued) Fid Ttl Mkt Indx Mutual Fund | — | — | — | $4K | <0.1% | |
| Vic Rs Scnctech Y Mutual Fund | — | — | — | $4K | <0.1% | |
| Fnkln Util Ser Adv Mutual Fund ** 259 Frstegle Gold R6 Mutual Fund | — | — | — | $4K | <0.1% | |
| Dfa Emrg Mkts Core Eq Inst Mutual Fund | — | — | — | $4K | <0.1% | |
| Gdmnscs Gqgptnrintloppr R6 Mutual Fund | — | — | — | $4K | <0.1% | |
| Lrdabt Mdcap Stk R5 Mutual Fund ** 207 Tcw Ttl Rtn Bd I Mutual Fund | — | — | — | $3K | <0.1% | |
| (continued) Vaneck Emrg Mkt Inst Mutual Fund ** 205 Vic Glbl Natrl Vic Rsrc Y Mutual Fund | — | — | — | $3K | <0.1% | |
| Leggm Wstras Corplsbd I Mutual Fund | — | — | — | $3K | <0.1% | |
| Mnnpr Rnier Intl Disc Z Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidadv Free 2045 Inst Mutual Fund | — | — | — | $3K | <0.1% | |
| Vngrd Realest Indx Adml Mutual Fund | — | — | — | $2K | <0.1% | |
| Amcent Smcap Gr R6 Mutual Fund | — | — | — | $1K | <0.1% |
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