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Original filing (PDF)20251009125029NAL0007008817001
MRE CONSULTING, LTD.
Form 5500
FILING_RECEIVED
MRE CONSULTING 401(K) PLAN
401(k) retirement plan
Active participants
169
Accounts w/ balance
133
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MRE CONSULTING, LTD..
Plan sponsor
Name
MRE CONSULTING, LTD.
EIN
76-0428730
Address
818 TOWN AND COUNTRY BLVD · STE 600 · HOUSTON, TX · 77024
Phone
(713) 844-6400
Industry
Custom Computer Programming· 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EEPB
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Investments
28 direct securities· $25.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX 23,202 shares N/A | — | — | — | $4.7M | 18.9% | |
| OR SIMILAR PARTY INVESTMENT COST** VALUE BROKERAGELINK 2,468,575 shares N/A | — | — | — | $4.7M | 18.9% | |
| TRP BLUE CHIP GRTH I 13,285 shares N/A | — | — | — | $2.5M | 9.9% | |
| FID FREEDOM 2040 K6 154,722 shares N/A | — | — | — | $1.8M | 7.1% | |
| FID FREEDOM 2045 K6 99,460 shares N/A | — | — | — | $1.3M | 5.3% | |
| FID FREEDOM 2035 K6 77,454 shares N/A | — | — | — | $1.2M | 4.8% | |
| FID GOVT MMKT K6 999,017 shares N/A | — | — | — | $999K | 4.0% | |
| MFS MID CAP GRTH R6 31,342 shares N/A | — | — | — | $985K | 3.9% | |
| FID TOTAL INTL IDX 65,701 shares N/A | — | — | — | $882K | 3.5% | |
| TRP DIV GROWTH I 11,286 shares N/A | — | — | — | $867K | 3.5% | |
| FID FREEDOM 2055 K6 45,827 shares N/A | — | — | — | $723K | 2.9% | |
| FID US BOND IDX 57,806 shares N/A | — | — | — | $591K | 2.4% | |
| FID FREEDOM 2030 K6 33,095 shares N/A | — | — | — | $578K | 2.3% | |
| FID FREEDOM 2050 K6 38,260 shares N/A | — | — | — | $521K | 2.1% | |
| FID SM CAP IDX 16,998 shares N/A | — | — | — | $470K | 1.9% | |
| AF WASH MUTL INV R6 5,512 shares N/A | — | — | — | $340K | 1.4% | |
| FID MID CAP IDX 8,850 shares N/A | — | — | — | $299K | 1.2% | |
| FID EXTD MKT IDX 3,254 shares N/A | — | — | — | $296K | 1.2% | |
| FID REAL ESTATE IDX 17,611 shares N/A | — | — | — | $284K | 1.1% | |
| MFS MID CAP VALUE R6 7,403 shares N/A | — | — | — | $235K | 0.9% | |
| from 2025 to 2033 | — | — | — | $180K | 0.7% | |
| FID TOTAL BOND K6 17,813 shares N/A | — | — | — | $155K | 0.6% | |
| AF AMER MUTUAL R6 2,267 shares N/A | — | — | — | $125K | 0.5% | |
| FID FREEDOM 2060 K6 6,639 shares N/A | — | — | — | $96K | 0.4% | |
| FID FREEDOM 2065 K6 4,472 shares N/A | — | — | — | $59K | 0.2% | |
| FID FREEDOM 2025 K6 3,298 shares N/A | — | — | — | $45K | 0.2% | |
| FID FREEDOM 2020 K6 1,998 shares N/A | — | — | — | $29K | 0.1% | |
| FID FREEDOM INC K6 592 shares N/A | — | — | — | $6K | <0.1% |
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