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Original filing (PDF)20250811110834NAL0008530464001
MPI ENGINEERED TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
MPI ENGINEERED TECHNOLOGIES LLC USW INDIANA 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 8.8 mo~113 bps in Sched C fees
Active participants
158
Accounts w/ balance
219
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
17 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
79
/ 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
75
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 8.8 months past the 10.5-month grace window.
- 113 bps in Schedule C fees — 117% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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) 237-7453
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-08-11
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
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT ADVISORY | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | AUDITOR | — | — |
Investments
17 pooled funds· $971K(82% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TA BLACKROCK LP IDX RETMENT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $277K | 23.5% |
| TA BLACKROCK LP INDEX 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $197K | 16.7% |
| TA LIFEGOAL 2055 WITH BLKRCK RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | $109K | 9.2% |
| TA BLACKROCK LP INDEX 2030 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $79K | 6.7% |
| TA BLACKROCK LP INDEX 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | $73K | 6.2% |
| TA BLACKROCK LP INDEX 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $48K | 4.1% |
| TA BLACKROCK LP INDEX 2050 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | $44K | 3.7% |
| TA BLACKROCK LP INDEX 2040 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | $27K | 2.3% |
| SSGA S&P MID CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $25K | 2.1% |
| VIRTUS CEREDEX MD-CP VAL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | $19K | 1.6% |
| GOLDMAN SACHS MID-CAP OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 147 | Pooled Separate Account | $18K | 1.5% |
| INVESCO DEVELOPING MARKETS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 471 | Pooled Separate Account | $14K | 1.1% |
| SSGA RUSSELL SMALL CAP INDEX RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | $11K | 1.0% |
| BLACKROCK EQUITY DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | $9K | 0.7% |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 078 | Pooled Separate Account | $8K | 0.7% |
| AMER FNDS EUROPACIFIC GROWTH RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | $8K | 0.6% |
| PRUDENTIAL TOTAL RTURN BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 602 | Pooled Separate Account | $5K | 0.5% |