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Original filing (PDF)20251209082236NAL0003737904001
MASTEK, INC.
Form 5500
FILING_RECEIVED
MASTEK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.8 mo~85 bps in Sched C fees
Active participants
350
Accounts w/ balance
294
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
97
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
- 85 bps in Schedule C fees — 193% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASTEK, INC..
Plan sponsor
Name
MASTEK, INC.
EIN
81-0803156
Address
15601 DALLAS PARKWAY, SUITE 250 · ADDISON, TX · 75001
Phone
(908) 364-5044
Industry
Professional & Technical Servicessee all
Plan administrator
Name
ORENDA RETIREMENT, LLC
EIN
36-4877979
City
DULUTH, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KNAV CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $47K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIDE BY SIDE FINANCIALS INC | — | LAWRENCEVILLE, GA | CONTRACT ADMINISTRATOR | $4K | — |
Investments
19 direct securities· $13.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | $2.3M | $2.8M | 20.8% | |
| Blackrock Lifepath Index 2045 K | — | — | $1.1M | $1.4M | 10.1% | |
| Blackrock Lifepath Index 2060 K | — | — | $1.1M | $1.3M | 9.4% | |
| Blackrock Lifepath Index 2055 K | — | — | $965K | $1.2M | 8.9% | |
| Vanguard Information Technology Idx Adm | — | — | $965K | $1.2M | 8.6% | |
| Blackrock Lifepath Index 2040 K | — | — | $842K | $1.0M | 7.7% | |
| Blackrock Lifepath Index 2050 K | — | — | $696K | $851K | 6.3% | |
| Vanguard Developed Markets Index Admiral | — | — | $790K | $795K | 5.9% | |
| Vanguard Small Cap Index Adm | — | — | $506K | $601K | 4.4% | |
| Ishares U.S. Aggregate Bond Index K | — | — | $575K | $570K | 4.2% | |
| Key Guaranteed Portfolio Fund | — | — | $364K | $387K | 2.9% | |
| Fidelity Emerging Markets Index | — | — | $289K | $296K | 2.2% | |
| Vanguard Balanced Index Adm | — | — | $238K | $289K | 2.1% | |
| Fidelity Mid Cap Index | — | — | $264K | $266K | 2.0% | |
| Vanguard High-Yield Corporate Adm | — | — | $171K | $173K | 1.3% | |
| Blackrock Lifepath Index 2035 K | — | — | $154K | $165K | 1.2% | |
| Loan notes | — | — | $92K | $93K | 0.7% | |
| Blackrock Lifepath Index 2030 K | — | — | $63K | $68K | 0.5% | |
| Blackrock Lifepath Index Retirement K | — | — | $18K | $18K | 0.1% |