Back to filter
Original filing (PDF)20251001104839NAL0014128672001
MCP SERVICES, INC.
Form 5500
FILING_RECEIVED
MCP SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
361
Accounts w/ balance
407
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCP SERVICES, INC..
Plan sponsor
Name
MCP SERVICES, INC.
EIN
90-0915746
Address
708 S. TEMESCAL STREET, SUITE 101 · CORONA, CA · 92879
Phone
(951) 479-4981
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RIVERA JAMJIAN & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $60K | — |
| ASCENSUS | 82-3719483 | — | RECORDKEEPER | $700 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNOWDEN ACCOUNT SERVICES, INC | 46-3766777 | — | BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | TPA | $15K | — |
Investments
36 direct securities · 1 pooled fund· $22.1M(100% 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
$18.3M
36 holdings
Pooled Separate Account
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE TRUST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 377 | Pooled Separate Account | — | — | $3.9M | 17.4% | |
| Vanguard Dividend Growth Inv | — | — | — | $2.3M | 10.4% | |
| Vanguard Interm Term investment grade Adm | — | — | — | $1.8M | 8.1% | |
| Fidelity 500 Index Institutional Prem | — | — | — | $1.4M | 6.5% | |
| Massachusetts Financial Services MFS Growth Allocation R3 | — | — | — | $1.1M | 4.9% | |
| American Funds American Funds EuroPacific Gr R3 | — | — | — | $1.0M | 4.7% | |
| Invesco Equity And Income R | — | — | — | $971K | 4.4% | |
| Vanguard Growth Index Adm | — | — | — | $918K | 4.2% | |
| American Funds American Funds Growth Fund Of Amer R3 | — | — | — | $895K | 4.0% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $830K | 3.8% | |
| Notes receivable from participants Interest rates from 5.25% - 10.5% | — | — | — | $644K | 2.9% | |
| Vanguard Small Cap Index Adm | — | — | — | $635K | 2.9% | |
| Massachusetts Financial Services MFS Value R3 | — | — | — | $613K | 2.8% | |
| Massachusetts Financial Services MFS Moderate Allocation R3 | — | — | — | $566K | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 R | — | — | — | $504K | 2.3% | |
| T. Rowe Price T. Rowe Price Retirement 2030 R | — | — | — | $455K | 2.1% | |
| Fidelity Extended Market Index | — | — | — | $400K | 1.8% | |
| Vanguard Inflation Protected Secs Inv | — | — | — | $350K | 1.6% | |
| Loomis Sayles Loomis Sayles Investment Grade Bond A | — | — | — | $323K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 R | — | — | — | $317K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2055 R | — | — | — | $314K | 1.4% | |
| Massachusetts Financial Services MFS Aggressive Growth Allocation R3 | — | — | — | $262K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 R | — | — | — | $246K | 1.1% | |
| Dimensional Fund Advisors DFA Us Targeted Value I | — | — | — | $201K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2050 R | — | — | — | $194K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2025 R | — | — | — | $175K | 0.8% | |
| iShares Russell Mid Cap Index K | — | — | — | $142K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 R | — | — | — | $140K | 0.6% | |
| Massachusetts Financial Services MFS Conservative Allocation R3 | — | — | — | $134K | 0.6% | |
| Janus Henderson Janus Henderson Triton T | — | — | — | $114K | 0.5% | |
| Templeton Global Bond Adv | — | — | — | $63K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $62K | 0.3% | |
| American Funds American Funds American Balanced R3 | — | — | — | $50K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 R | — | — | — | $48K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2015 R | — | — | — | $34K | 0.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $24K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 R | — | — | — | $4K | <0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS,
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Admin Support & Waste Mgmt plans
THE DEGOL ORGANIZATION LP
DEGOL ORGANIZATION LP 401K PROFIT SHARING PLAN
$22.3M · 264 participants
GAP SOLUTIONS, INC.
GAP SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$21.9M · 706 participants
SOLUTIONS SHARED SERVICES INC.
SOLUTIONS SHARED SERVICES INC. 401K PLAN
$21.7M · 91 participants
MILE HI CORPORATE SERVICES, LLC
MILE HI CORPORATE SERVICES, LLC 401(K) PLAN
$22.6M · 290 participants
SYSTEMS ENGINEERING, INC.
SYSTEMS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
$21.5M · 191 participants
KEMMONS WILSON COMPANIES
KEMMONS WILSON COMPANIES 401(K) PLAN
$21.5M · 152 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B