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Original filing (PDF)20251013104358NAL0002471506001
MNS ENGINEERS, INC.
Form 5500
FILING_RECEIVED
MNS ENGINEERS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
210
Accounts w/ balance
265
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
9 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MNS ENGINEERS, INC..
Plan sponsor
Name
MNS ENGINEERS, INC.
EIN
95-2080889
Address
201 N CALLE CESAR CHAVEZ SUITE 300 · SANTA BARBARA, CA · 93103
Phone
(805) 692-6921
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARTLETT, PRINGLE & WOLF LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $67K | — |
Investments
16 direct securities · 9 pooled funds· $30.0M(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
$17.6M
16 holdings
Common Collective Trust
$12.4M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2030 K Mutual Fund | — | — | — | $4.7M | 15.7% | |
| NT COL SANDP 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $3.8M | 12.8% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $3.0M | 10.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 8.4% | |
| BLACKROCK LIFEPATH INDEX 2040 K Mutual Fund | — | — | — | $1.9M | 6.3% | |
| BLACKROCK LIFEPATH INDEX 2035 K Mutual Fund | — | — | — | $1.8M | 6.0% | |
| BLACKROCK LIFEPATH INDEX 2055 K Mutual Fund | — | — | — | $1.5M | 5.1% | |
| BLACKROCK LIFEPATH INDEX 2050 K Mutual Fund | — | — | — | $1.3M | 4.4% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K Mutual Fund | — | — | — | $1.0M | 3.5% | |
| BLACKROCK LIFEPATH INDEX 2045 K Mutual Fund | — | — | — | $994K | 3.3% | |
| BLACKROCK TOTAL RETURN K Mutual Fund | — | — | — | $942K | 3.1% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $855K | 2.8% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $842K | 2.8% | |
| BLACKROCK LIFEPATH INDEX 2060 K Mutual Fund | — | — | — | $689K | 2.3% | |
| PRINCIPAL SMALLCAP GROWTH I R6 Mutual Fund | — | — | — | $629K | 2.1% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $615K | 2.0% | |
| T.ROWE PRICE OVERSEAS STOCK I Mutual Fund | — | — | — | $573K | 1.9% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $512K | 1.7% | |
| COLUMBIA DIVIDEND INCOME INSTL3 Mutual Fund | — | — | — | $500K | 1.7% | |
| FIDELITY ADVISOR SMALL CAP VALUE I Mutual Fund | — | — | — | $417K | 1.4% | |
| Participant Loans Participant Loans*** | — | — | — | $270K | 0.9% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $200K | 0.7% | |
| DRIEHAUS EMERGING MARKETS GROWTH INSTL Mutual Fund | — | — | — | $134K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2065 K Mutual Fund | — | — | — | $107K | 0.4% | |
| COHEN AND STEERS U.S. REALTY FUND C COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $6K | <0.1% |
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