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Original filing (PDF)20251015161046NAL0010565890003
MAURY MICROWAVE CORPORATION
Form 5500
FILING_RECEIVED
MAURY MICROWAVE CORPORATION PROFIT SHARING AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~91 bps in Sched C fees
Active participants
83
Accounts w/ balance
124
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
- 91 bps in Schedule C fees — 74% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAURY MICROWAVE CORPORATION.
Plan sponsor
Name
MAURY MICROWAVE CORPORATION
EIN
95-2254373
Address
2900 INLAND EMPIRE BLVD · ONTARIO, CA · 91764
Phone
(909) 987-4715
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
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $133 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS LLC | 88-1100312 | — | TPA FEE | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SINGERLEWAK LLP | — | LOS ANGELES, CA | AUDITOR | $3K | — |
Investments
28 direct securities · 1 pooled fund· $7.9M(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
$7.3M
28 holdings
Common Collective Trust
$569K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES American Funds AF TRGT DATE 2025 R6 | — | — | — | $1.2M | 15.7% | |
| American Funds AF TRGT DATE 2030 R6 | — | — | — | $987K | 12.5% | |
| American Funds AF TRGT DATE 2045 R6 | — | — | — | $931K | 11.8% | |
| American Funds AF TRGT DATE 2035 R6 | — | — | — | $761K | 9.6% | |
| Fidelity FID 500 INDEX | — | — | — | $671K | 8.5% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $569K | 7.2% | |
| American Funds AF TRGT DATE 2050 R6 | — | — | — | $519K | 6.6% | |
| American Funds AF TRGT DATE 2040 R6 | — | — | — | $459K | 5.8% | |
| American Funds AF TRGT DATE 2020 R6 | — | — | — | $381K | 4.8% | |
| American Funds AF TRGT DATE 2055 R6 | — | — | — | $315K | 4.0% | |
| American Funds AF TRGT DATE 2060 R6 | — | — | — | $273K | 3.4% | |
| American Funds AF TRGT DATE 2015 R6 | — | — | — | $222K | 2.8% | |
| with maturity through June 2031 | — | — | — | $177K | 2.2% | |
| Market Summary MFS GROWTH R6 | — | — | — | $89K | 1.1% | |
| Fidelity FID MID CAP IDX | — | — | — | $58K | 0.7% | |
| American Funds AF TRGT DATE 2010 R6 | — | — | — | $53K | 0.7% | |
| BlackRock BLKRK MD CP GR EQ K | — | — | — | $48K | 0.6% | |
| Victory RS VRS SMALL CAP GRTH Y | — | — | — | $33K | 0.4% | |
| Market Summary MFS VALUE R6 | — | — | — | $23K | 0.3% | |
| PIMCO INCOME INST | — | — | — | $23K | 0.3% | |
| PGIM Global PGIM TOTAL RTN BD Z | — | — | — | $14K | 0.2% | |
| Fidelity FID SM CAP IDX | — | — | — | $11K | 0.1% | |
| Fidelity FID INTL INDEX | — | — | — | $11K | 0.1% | |
| Victory RS VRTS NFJ MC VAL IS | — | — | — | $9K | 0.1% | |
| American Funds AF TRGT DATE 2065 R6 | — | — | — | $9K | 0.1% | |
| American Funds AF EUROPAC GROWTH R6 | — | — | — | $8K | 0.1% | |
| Macquarie Emerging Markets MGL EMRG MKTS R6 | — | — | — | $6K | <0.1% | |
| Fidelity FID EMRG MKTS IDX | — | — | — | $3K | <0.1% | |
| PGIM Global PGIM GLB TOT RTN R6 | — | — | — | $1K | <0.1% |