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Original filing (PDF)20251008104058NAL0005420145001
THE MISSION ESSENTIAL GROUP, LLC
Form 5500
FILING_RECEIVED
MISSION ESSENTIAL GROUP, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
885
Accounts w/ balance
710
Plan assets (EOY)
$39.8M
Net assets (EOY)
$39.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MISSION ESSENTIAL GROUP, LLC.
Plan sponsor
Name
THE MISSION ESSENTIAL GROUP, LLC
EIN
83-2779739
Address
6525 WEST CAMPUS OVAL · NEW ALBANY, OH · 43054
Phone
(614) 416-2345
Industry
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
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 | -$3K | — |
Investments
31 direct securities· $39.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | — | — | $6.1M | 15.3% | |
| FID FREEDOM 2045 K | — | — | — | $3.4M | 8.6% | |
| FID FREEDOM 2050 K | — | — | — | $3.2M | 8.1% | |
| FID FREEDOM 2055 K | — | — | — | $3.0M | 7.5% | |
| FID FREEDOM 2040 K | — | — | — | $2.8M | 7.1% | |
| FID FREEDOM 2035 K | — | — | — | $2.4M | 6.0% | |
| FID FREEDOM 2025 K | — | — | — | $2.4M | 6.0% | |
| JPMorgan JPM LG CAP GROWTH R5 | — | — | — | $2.2M | 5.6% | |
| FID FREEDOM 2030 K | — | — | — | $2.1M | 5.2% | |
| FID BALANCED | — | — | — | $1.9M | 4.8% | |
| Fidelity Management Trust Company** FID CONTRAFUND | — | — | — | $1.7M | 4.3% | |
| FID SMALL CAP VALUE | — | — | — | $977K | 2.5% | |
| FID SMALL CAP GROWTH | — | — | — | $927K | 2.3% | |
| John Hancock J H ENTERPRISE T | — | — | — | $830K | 2.1% | |
| John Hancock JH DSCPL VAL MDCP I | — | — | — | $722K | 1.8% | |
| FID GOVT MMKT | — | — | — | $697K | 1.8% | |
| FID EXTD MKT IDX | — | — | — | $633K | 1.6% | |
| FID FREEDOM 2060 K | — | — | — | $525K | 1.3% | |
| FID CAPITAL & INCOME | — | — | — | $410K | 1.0% | |
| FID INTL INDEX | — | — | — | $406K | 1.0% | |
| Participants** Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $403K | 1.0% | |
| FID FREEDOM 2015 K | — | — | — | $358K | 0.9% | |
| FID FREEDOM 2010 K | — | — | — | $310K | 0.8% | |
| FIDELITY GOVT INCOME | — | — | — | $238K | 0.6% | |
| PIMCO PIM TOTAL RT INST | — | — | — | $213K | 0.5% | |
| ClearBridge Investments CB INTL GRTH I | — | — | — | $191K | 0.5% | |
| FID FREEDOM 2065 K | — | — | — | $175K | 0.4% | |
| American Century Equity AM CENT EQ INC R6 | — | — | — | $171K | 0.4% | |
| FID FREEDOM INC K | — | — | — | $163K | 0.4% | |
| FID FREEDOM 2020 K | — | — | — | $155K | 0.4% | |
| Invesco Ltd INVS DEVELOP MKT Y | — | — | — | $91K | 0.2% |
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