Back to filter
Original filing (PDF)20250912101459NAL0000725523001
MK SYSTEMS USA, INC.
Form 5500
FILING_RECEIVED
MEDIAKIND 401(K) PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
196
Plan assets (EOY)
$31.6M
Net assets (EOY)
$31.6M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MK SYSTEMS USA, INC..
Plan sponsor
Name
MK SYSTEMS USA, INC.
EIN
82-5378266
Address
1900 GRANT STREET SUITE 610 · DENVER, CO · 80203
Phone
(972) 336-3336
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-09-12
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, L.L.P
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $26K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | — | $30 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | — | $10 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | — | $0 | — |
Investments
20 direct securities · 11 pooled funds· $36.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$25.2M
20 holdings
Common Collective Trust
$11.6M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.3M | 13.6% | |
| Northern Trust S&P 500 Index Fund | — | — | — | $3.3M | 10.4% | |
| NT COL S&P 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $3.3M | 10.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.2M | 10.0% | |
| Self-Directed Brokerage Account | — | — | — | $2.5M | 7.9% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $2.0M | 6.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.9M | 5.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.8M | 5.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.6M | 5.2% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 4.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 4.1% | |
| Northern Trust All CountryWorld ex-US Investable Market Index Fund | — | — | — | $1.3M | 4.1% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.3M | 4.1% | |
| Vanguard Equity-Income Fund | — | — | — | $1.2M | 3.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $955K | 3.0% | |
| Northern Trust Extended Equity Market Index Fund | — | — | — | $633K | 2.0% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $633K | 2.0% | |
| PRUDENTIAL CORE PLUS BOND FND CL 12 PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 000 | Common Collective Trust | — | — | $581K | 1.8% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $479K | 1.5% | |
| Principal SmallCap Growth Fund | — | — | — | $476K | 1.5% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $347K | 1.1% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $233K | 0.7% | |
| Participant Loans 4.25% - 9.50% 0 | — | — | — | $133K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $127K | 0.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $121K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $110K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $92K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $77K | 0.2% | |
| Allspring Special Small Cap Value Fund | — | — | — | $47K | 0.1% | |
| AMERICAN CENTURY US VALUE YIELD EQ SEI TRUST COMPANY · EIN 27-0573019 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Data Processing, Hosting plans
NEOSYSTEMS CORP.
NEOSYSTEMS CORP. EMPLOYEES 401(K) AND PROFIT SHARING PLAN
$31.7M · 150 participants
KINGLAND SYSTEMS, LLC
KINGLAND SYSTEMS, LLC 401(K) PLAN
$32.0M · 160 participants
OFFERUP, INC.
OFFERUP, INC. 401(K) PLAN
$30.6M · 204 participants
DTSV, INC.
DTSV GROUP 401(K) PLAN
$32.7M · 1,140 participants
PCS RETIREMENT, LLC
FIDUCIARY SERVICES GROUP 401(K) PLAN
$30.3M · 429 participants
HEALTH INTELLIGENCE COMPANY, LLC DOING BUSINESS AS BHI
HEALTH INTELLIGENCE COMPANY, LLC TAX-FAVORED SAVINGS PROGRAM
$33.2M · 182 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B