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Original filing (PDF)20250903111128NAL0025896608001
MKA INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
MKA INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
298
Accounts w/ balance
308
Plan assets (EOY)
$97.6M
Net assets (EOY)
$97.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MKA INTERNATIONAL, INC..
Plan sponsor
Name
MKA INTERNATIONAL, INC.
EIN
84-0917753
Address
100 PRINGLE AVENUE, SUITE 490 · WALNUT CREEK, CA · 94596
Phone
(925) 934-3235
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $39K | — |
| ROLAND CRISS FIDUCIARY SERVICES | 75-2866255 | — | NONE | $33K | — |
| IRONSHORE FINANCIAL, LLC | 82-5023101 | — | NONE | $30K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $22K | — |
| WEAVER & TIDWELL, LLP | 75-0786316 | — | NONE | $18K | — |
Investments
29 direct securities · 1 pooled fund· $96.6M(99% 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
$92.8M
29 holdings
Common Collective Trust
$3.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Prem Mutual fund - | — | — | — | $14.6M | 14.9% | |
| T. Rowe Price Growth Stock I Mutual fund - | — | — | — | $13.6M | 13.9% | |
| Victory Sycamore Established Value I Mutual fund - | — | — | — | $7.0M | 7.2% | |
| American Funds 2040 Trgt Date Retire R6 Mutual fund - | — | — | — | $6.8M | 7.0% | |
| Vanguard Equity-Income Adm Mutual fund - | — | — | — | $5.2M | 5.4% | |
| MFS Intern Diversificatn R4 Mutual fund - | — | — | — | $5.1M | 5.2% | |
| Vanguard Extended Market Index Admiral Mutual fund - | — | — | — | $5.0M | 5.1% | |
| American Funds New Perspective R6 Mutual fund - | — | — | — | $4.3M | 4.4% | |
| RELIANCE TRUST STABLE VALUE FUND RELIANCE · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $3.8M | 3.9% | |
| American Funds 2030 Trgt Date Retire R6 Mutual fund - | — | — | — | $3.6M | 3.7% | |
| Dodge & Cox Income Fund X Mutual fund - | — | — | — | $3.1M | 3.2% | |
| AB Small Cap Growth Portfolio Fund Z Mutual fund - | — | — | — | $3.0M | 3.1% | |
| American Funds 2050 Trgt Date Retire R6 Mutual fund - | — | — | — | $2.9M | 3.0% | |
| American Funds 2025 Trgt Date Retire R6 Mutual fund - | — | — | — | $2.6M | 2.7% | |
| American Funds 2035 Trgt Date Retire R6 Mutual fund - | — | — | — | $2.6M | 2.6% | |
| Cohen And Steers Real Estate-Z Mutual fund - | — | — | — | $2.0M | 2.0% | |
| American Century Short Duration R6 Mutual fund - | — | — | — | $2.0M | 2.0% | |
| American Funds 2055 Trgt Date Retire R6 Mutual fund - | — | — | — | $1.9M | 1.9% | |
| American Funds 2045 Trgt Date Retire R6 Mutual fund - | — | — | — | $1.5M | 1.5% | |
| Schwab Treasury Inflation Protected Sec. Index Fund Sel Mutual fund - | — | — | — | $1.1M | 1.1% | |
| American Funds 2010 Trgt Date Retire R6 Mutual fund - | — | — | — | $978K | 1.0% | |
| American Funds New World R6 Mutual fund - | — | — | — | $899K | 0.9% | |
| Varying maturity dates, * Notes receivable from participants interest rates at 3.25% - 9.50% - | — | — | — | $662K | 0.7% | |
| Dodge & Cox Global Bond Fund X Mutual fund - | — | — | — | $589K | 0.6% | |
| Vanguard High-Yield Corporate Adm Mutual fund - | — | — | — | $582K | 0.6% | |
| American Funds 2060 Trgt Date Retire R6 Mutual fund - | — | — | — | $384K | 0.4% | |
| Undiscovered Managers Behavioral Val R6 Mutual fund - | — | — | — | $379K | 0.4% | |
| American Funds 2065 Trgt Date Retire R6 Mutual fund - | — | — | — | $222K | 0.2% | |
| American Funds 2015 Trgt Date Retire R6 Mutual fund - | — | — | — | $109K | 0.1% | |
| Vanguard Federal Money Market Investor Mutual fund - | — | — | — | $16K | <0.1% |