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Original filing (PDF)20251015094725NAL0002099795001
MPI ENGINEERED TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
MPI ENGINEERED TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
~162 bps in Sched C fees
Active participants
207
Accounts w/ balance
638
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
10 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 162 bps in Schedule C fees — 211% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MPI ENGINEERED TECHNOLOGIES, LLC.
Plan sponsor
Name
MPI ENGINEERED TECHNOLOGIES, LLC
EIN
84-3879993
Address
1351 SILHAVY ROAD · SUITE 201 · VALPARAISO, IN · 46383
Phone
(248) 351-1025
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $108K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT AD VISORY - PL | $24K | — |
Investments
22 direct securities · 10 pooled funds· $8.2M(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.
Common Collective Trust
$6.9M
10 holdings
Uncategorized
$1.3M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL(SM) 2035 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.3M | 15.5% | |
| TRANSAMERICA LIFEGOAL(SM) RETIREMEN TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.2M | 14.4% | |
| TRANSAMERICA LIFEGOAL(SM) 2030 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.1M | 13.0% | |
| TRANSAMERICA LIFEGOAL(SM) 2025 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $869K | 10.5% | |
| TRANSAMERICA LIFEGOAL(SM) 2055 FUND TRANSAMERICA RET SOLUTIONS CT · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $585K | 7.1% | |
| TRANSAMERICA LIFEGOAL(SM) 2060 FUND TRANSAMERICA RET SOLUTIONS CT · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $489K | 5.9% | |
| TRANSAMERICA LIFEGOAL(SM) 2040 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $485K | 5.9% | |
| TRANSAMERICA LIFEGOAL(SM) 2050 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $457K | 5.5% | |
| TRANSAMERICA LIFEGOAL(SM) 2045 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $410K | 4.9% | |
| Transamerica Life Insurance Company BlackRock Equity Dividend K N/A | — | — | — | $193K | 2.3% | |
| Transamerica Life Insurance Company JPMorgan Large Cap Growth R6 N/A | — | — | — | $163K | 2.0% | |
| Transamerica Stable Value Core N/A | — | — | — | $113K | 1.4% | |
| Transamerica Life Insurance Company MFS Mid Cap Value R6 N/A | — | — | — | $100K | 1.2% | |
| Transamerica Life Insurance Company Vanguard 500 Index Admiral N/A | — | — | — | $98K | 1.2% | |
| Transamerica Life Insurance Company Invesco Developing Markets R6 N/A | — | — | — | $94K | 1.1% | |
| Transamerica Life Insurance Company Vanguard Mid Cap Index Adm N/A | — | — | — | $91K | 1.1% | |
| Transamerica Life Insurance Company Undiscovered Mgrs Behavioral Value R6 N/A | — | — | — | $65K | 0.8% | |
| Transamerica Life Insurance Company Vanguard Small Cap Index Adm N/A | — | — | — | $59K | 0.7% | |
| Transamerica Stable Value Ascend Option | — | — | — | $54K | 0.6% | |
| Transamerica Life Insurance Company American Century Heritage R6 N/A | — | — | — | $51K | 0.6% | |
| Transamerica Life Insurance Company JHancock Bond R6 N/A | — | — | — | $38K | 0.5% | |
| Transamerica Life Insurance Company American Funds EuroPacific Gr R6 N/A | — | — | — | $31K | 0.4% | |
| TRANSAMERICA LIFEGOAL(SM) 2065 FUND TRANSAMERICA RET SOLUTIONS CT · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $29K | 0.3% | |
| Transamerica Life Insurance Company Goldman Sachs Intl Sm Cap Insights R6 N/A | — | — | — | $28K | 0.3% | |
| Transamerica Life Insurance Company Janus Henderson Triton N N/A | — | — | — | $26K | 0.3% | |
| Transamerica Life Insurance Company PIMCO All Asset Instl N/A 32 * Transamerica Life Insurance Company PIMCO Income Instl N/A | — | — | — | $26K | 0.3% | |
| Transamerica Life Insurance Company Cohen & Steers Real Estate Securities Z N/A | — | — | — | $23K | 0.3% | |
| Transamerica Life Insurance Company T. Rowe Price Science & Tech I N/A | — | — | — | $17K | 0.2% | |
| Transamerica Life Insurance Company Vanguard Total Bond Market Index Adm N/A | — | — | — | $11K | 0.1% | |
| Transamerica Life Insurance Company Federated Hermes Instl High Yld Bd R6 N/A | — | — | — | $7K | <0.1% | |
| Transamerica Life Insurance Company Vanguard Total Stock Mkt Idx Adm N/A | — | — | — | $3K | <0.1% | |
| Transamerica Life Insurance Company Vanguard Total Intl Stock Index Admiral N/A | — | — | — | $3K | <0.1% |
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