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Original filing (PDF)20251014102720NAL0001233219001
MESA SYSTEMS, INC.
Form 5500
FILING_RECEIVED
MESA SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
233
Accounts w/ balance
283
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 110% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MESA SYSTEMS, INC..
Plan sponsor
Name
MESA SYSTEMS, INC.
EIN
84-1315659
Address
681 RAILROAD BLVD · GRAND JUNCTION, CO · 81505
Phone
(970) 242-1565
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DWC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $31K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $16K | — |
| DWC | 84-0795096 | — | NONE | $15K | — |
Investments
21 direct securities · 1 pooled fund· $10.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.1M
21 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Capital Groups American Funds 2030 Trgt Date Retire R6 | — | — | — | $2.2M | 21.1% | |
| American Funds Capital Groups American Funds 2035 Trgt Date Retire R6 | — | — | — | $1.6M | 16.1% | |
| American Funds Capital Groups American Funds 2020 Trgt Date Retire R6 | — | — | — | $1.4M | 13.6% | |
| American Funds Capital Groups American Funds 2025 Trgt Date Retire R6 | — | — | — | $1.3M | 12.6% | |
| American Funds Capital Groups American Funds 2045 Trgt Date Retire R6 | — | — | — | $697K | 6.8% | |
| American Funds Capital Groups American Funds 2040 Trgt Date Retire R6 | — | — | — | $638K | 6.3% | |
| American Funds Capital Groups American Funds 2050 Trgt Date Retire R6 | — | — | — | $559K | 5.5% | |
| American Funds Capital Groups American Funds 2055 Trgt Date Retire R6 | — | — | — | $484K | 4.7% | |
| Charles Schwab Corporation Schwab S&P 500 Select | — | — | — | $250K | 2.5% | |
| American Funds Capital Groups American Funds 2060 Trgt Date Retire R6 | — | — | — | $159K | 1.6% | |
| Loans maturing from 2024 - 2038 with interest * Participant Loans rates ranging from 4.25%-10.00% | — | — | — | $143K | 1.4% | |
| JPMorgan Chase & Co JPMorgan Large Cap Growth R6 | — | — | — | $107K | 1.0% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $103K | 1.0% | |
| Vanguard Group Vanguard Small Cap Index Adm | — | — | — | $84K | 0.8% | |
| American Funds Capital Groups American Funds 2065 Trgt Date Retire R6 | — | — | — | $83K | 0.8% | |
| Vanguard Group Vanguard Mid Cap Index Admiral | — | — | — | $73K | 0.7% | |
| American Funds Capital Groups American Funds 2015 Trgt Date Retire R6 | — | — | — | $72K | 0.7% | |
| Pimco Income Instl | — | — | — | $66K | 0.6% | |
| The Standard Ins Co Stable Asset Fund D | — | — | — | $56K | 0.5% | |
| Vanguard Group Vanguard International Growth Adm | — | — | — | $52K | 0.5% | |
| Vanguard Group Vanguard Developed Markets Idx Admiral | — | — | — | $30K | 0.3% | |
| RELIANCE TRUST COMPANY SVF RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |
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