Back to filter
Original filing (PDF)20240401150551NAL0005709267001
MESA SYSTEMS, INC.
Form 5500
FILING_RECEIVED
MESA SYSTEMS, INC EMPLOYEE BENEFITS PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
159
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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 BOULEVARD · GRAND JUNCTION, CO · 81505
Phone
(800) 654-3225
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-04-01
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Transportation & Warehousing plans
EMERALD TRANSPORTATION SOLUTIONS LLC
EMERALD TRANSPORTATION SOLUTIONS LLC MEDOVA LIFESTYLE HEALTH PLAN
$0
CLOUD CITY LOGISTICS LLC
CLOUD CITY LOGISTICS 401(K) PLAN
$0
DILLON LOGISTICS, INC.
DILLON LOGISTICS, INC. 401(K) PLAN
$0
FIRST SOURCE ALLIANCE INC
FIRST SOURCE ALLIANCE INC 401(K) P/S PLAN
$0 · 25 participants
WESTERN KENTUCKY TRUCKING
WESTERN KENTUCKY TRUCKING CBS BENEFIT PLAN
$0
PATHWAY TRANSPORT, LLC
PATHWAY TRANSPORT, LLC 401(K) PLAN
$0
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
