How big is M&S Engineering, LLC's plan?

M&S Engineering, LLC's plan reported $16.6M in assets and 324 participants for 2024.

Original filing (PDF)20250924154953NAL0017472482001

M&S Engineering, LLC

Name: M&S Engineering, LLC — M&S Companies 401(k) Plan, Form 5500 (2024)
Creator: M&S Engineering, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

M&S Companies 401(k) Plan

401(k) retirement plan · M&S Engineering, LLC's M&S Companies 401(k) Plan held $16.6M in plan assets for 324 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

324

Accounts w/ balance

349

Plan assets (EOY)

$16.6M

Net assets (EOY)

$16.6M

People on this filing

BRET Martinets signed M&S Engineering, LLC's 2024 Form 5500 as plan administrator.

BRET Martinets — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

M&S Engineering, LLC's EIN is 74-2972800.

EIN 74-2972800

Plan number 001

Plan year 2024

ACK ID 20250924154953NAL0017472482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M&S Engineering, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M&S Engineering, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M&S ENGINEERING, LLC.

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

M&S ENGINEERING, LLC

EIN

all filings

Address

PO BOX 970 · SPRING BRANCH, TX · 78070

Phone

(830) 228-3208

Industry

Engineering Services· Professional & Technical Services

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

2025-09-24

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERIPRISE FINANCIAL SERVICES INC	38-2722519	—	ADVISOR	$0	—

Investments

40 direct securities· $16.4M(98% of reported assets)

Mutual Funds

$11.2M

27 holdings

Common Collective Trusts

$3.7M

3 holdings

Other securities

$1.3M

8 holdings

Common Stocks

$161K

2 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$3.4M	20.4%
Fidelity Advisor Freedom 2060 Class M	Mutual Funds	—	—	$1.5M	9.1%
American Funds The Growth Fund of America Class R-3	Mutual Funds	—	—	$1.1M	6.5%
Fidelity Advisor Freedom 2035 Class M	Mutual Funds	—	—	$989K	5.9%
Fidelity Advisor Freedom 2040 Class M	Mutual Funds	—	—	$950K	5.7%
Fidelity Advisor Freedom 2055 Class M	Mutual Funds	—	—	$942K	5.7%
Fidelity Advisor Freedom 2045 Class M	Mutual Funds	—	—	$856K	5.1%
Fidelity Advisor Freedom 2050 Class M	Mutual Funds	—	—	$831K	5.0%
Fidelity Advisor Freedom 2030 Class M	Mutual Funds	—	—	$825K	5.0%
Massachusetts Financial Services Growth Fund Class R-2	Other securities	—	—	$532K	3.2%
Fidelity Advisor Freedom 2070 Class M ** 194 Franklin Rising Dividends Fund	Mutual Funds	—	—	$444K	2.7%
Fidelity Advisor Freedom 2065 Class M	Mutual Funds	—	—	$341K	2.0%
Janus Henderson Enterprise Fund R	Mutual Funds	—	—	$322K	1.9%
Fidelity Advisor Freedom 2025 Class M	Mutual Funds	—	—	$311K	1.9%
American Funds New World Funds Class R-3	Mutual Funds	—	—	$292K	1.8%
Fidelity Global ex US Index Fund	Common Collective Trusts	—	—	$244K	1.5%
American Funds EuroPacific Growth Fund Class R-3	Mutual Funds	—	—	$243K	1.5%
The Royce Funds Small Cap Value Svc	Other securities	—	—	$210K	1.3%
Invesco Diversified Dividend Fund Class R	Mutual Funds	—	—	$210K	1.3%
Money Market Funds * Fidelity Government Money Market Fund	Mutual Funds	—	—	$193K	1.2%
s * Fidelity Self - Directed Brokerage Accounts	Common Stocks	—	—	$158K	0.9%
Fidelity Advisor Healthcare Fund M	Mutual Funds	—	—	$142K	0.9%
Davis Funds The Davis Financial Fund	Other securities	—	—	$130K	0.8%
Fidelity US Sustainability Index	Mutual Funds	—	—	$129K	0.8%
Western Asset Core Bond Fund	Other securities	—	—	$128K	0.8%
Fidelity Mid Cap Index	Mutual Funds	—	—	$121K	0.7%
Ivy Investments Energy Fund A	Other securities	—	—	$113K	0.7%
Fidelity Advisor Freedom 2020 Class M	Mutual Funds	—	—	$113K	0.7%
Fidelity Extended Market Index	Mutual Funds	—	—	$91K	0.5%
Fidelity Advisor Freedom 2015 Class M	Mutual Funds	—	—	$86K	0.5%
Oppenheimer Main Street Fund R	Mutual Funds	—	—	$82K	0.5%
Eaton Vance Income Fund of Boston R	Other securities	—	—	$78K	0.5%
Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$69K	0.4%
Massachusetts Financial Services Mid Cap Value Fund Class R-2	Other securities	—	—	$62K	0.4%
Fidelity Small Cap Index	Mutual Funds	—	—	$49K	0.3%
Victory RS Small Cap Growth Fund	Other securities	—	—	$43K	0.3%
Oppenheimer Main Street Mid Cap Fund R	Mutual Funds	—	—	$33K	0.2%
American Century Inflation Adjustments Bond Investment	Mutual Funds	—	—	$24K	0.1%
Fidelity Inflation-Protected Bond Index	Mutual Funds	—	—	$5K	<0.1%
Principal Financial Group Small Cap R3 Fund	Common Stocks	—	—	$3K	<0.1%