How big is Mark Andrews & Company's plan?

Mark Andrews & Company's plan reported $13.8M in assets and 163 participants for 2024.

Original filing (PDF)20251014162050NAL0001644179001

Mark Andrews & Company

Name: Mark Andrews & Company — K. E. Andrews 401(k) Profit, Form 5500 (2024)
Creator: Mark Andrews & Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

K. E. Andrews 401(k) Profit Sharing Plan

401(k) retirement plan · Mark Andrews & Company's K. E. Andrews 401(k) Profit Sharing Plan held $13.8M in plan assets for 163 participants in 2024.

Signals · 2

Possibly inadequate fidelity bondNo recordkeeper disclosed

Active participants

163

Accounts w/ balance

190

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

People on this filing

Kyle Fisher signed Mark Andrews & Company's 2024 Form 5500 as plan administrator.

Kyle Fisher — 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

Mark Andrews & Company's EIN is 75-2693846.

EIN 75-2693846

Plan number 001

Plan year 2024

ACK ID 20251014162050NAL0001644179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark Andrews & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Andrews & Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK ANDREWS & COMPANY.

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How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

MARK ANDREWS & COMPANY

EIN

all filings

Address

2424 RIDGE ROAD · ROCKWALL, TX · 75087

Phone

(469) 298-1594

Industry

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

2025-10-14

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)

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

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	—	HOUSTON, TX	THIRD PARTY ADMINISTRATOR	$0	—

Investments

36 direct securities · 1 pooled fund· $27.0M(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.

Pooled Separate Account

$13.2M

1 holding

Pooled Separate Accounts

$13.2M

35 holdings

Stable Value

$538K

1 holding

					% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$13.2M	96.1%
Vangrd Trgt Retire 2025 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$1.9M	14.0%
Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$1.8M	13.2%
JPMorgan LgCp Grw Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.7M	12.0%
Vangrd Trgt Retire 2050 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	10.4%
Vangrd Trgt Retire 2040 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$1.1M	7.8%
Vangrd Trgt Retire 2045 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$715K	5.2%
Vangrd Trgt Retire 2030 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$577K	4.2%
Voya Fixed Account (4062) Guaranteed Investment Contract	Stable Value	—	—	$538K	3.9%
Vangrd Trgt Retire 2055 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$517K	3.8%
American Funds Growth Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$514K	3.7%
Vangrd Trgt Retire 2060 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$406K	2.9%
Vangrd Energy Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$236K	1.7%
Vangrd Trgt Retire 2035 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$232K	1.7%
DFA Real Estate Secs Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$230K	1.7%
Vangrd Small-Cap Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$194K	1.4%
American Funds Nw Prspctv R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$191K	1.4%
Macquarie Science and Technology R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$180K	1.3%
DFA US Large Cap VI Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$155K	1.1%
Vangrd Health Care Ind Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$149K	1.1%
Janus Hndr Forty Fund N Pooled Separate Account	Pooled Separate Accounts	—	—	$144K	1.0%
Vangrd Trgt Retire 2065 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$139K	1.0%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$131K	0.9%
American Funds Fdmntl Inv R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$112K	0.8%
Vangrd Trgt Retire Inc Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$92K	0.7%
Vangrd Trgt Retire 2070 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$85K	0.6%
Vangrd Trgt Retire 2020 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$47K	0.3%
American Funds Am Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$44K	0.3%
Inv Intl Sm-Md Co Fd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$44K	0.3%
Vangrd Int-Trm Bd Indx Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$40K	0.3%
American Funds Cap Inc Bld R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$39K	0.3%
DFA Interm Govt Fix Inc Pt Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$34K	0.2%
DFA US Targeted V1 Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$34K	0.2%
DFA Infl-Prot Sec Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	0.1%
AB High Income Fund Z Pooled Separate Account	Pooled Separate Accounts	—	—	$19K	0.1%
Vanguard Balanced Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.1%
Neuberg Berm MdCp Grw Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	<0.1%