Retirement plan

M&R GEOTECHNICAL SERVICES 401(K) PLAN & TRUST

Name: M&R GEOTECHNICAL SERVICES - M&R GEOTECHNICAL SERVICES 401(K) PLAN & TRUST (2025) Form 5500
Creator: M&R GEOTECHNICAL SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M&R GEOTECHNICAL SERVICES 401(K) PLAN & TRUST, M&R GEOTECHNICAL SERVICES

M&R GEOTECHNICAL SERVICESEIN 83-1555720Plan #001PY 2025

3717 BOSTON STREET, SUITE 327 - BALTIMORE, MD 21224443-627-8969

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$319K

+59.9% from 2024

Total participants

+130.0% from 2024

Average account balance

$79,790

+19.9% from 2024

Annual return

19.80%

+8.70 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$319K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$80K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

17.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.80%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,790

$154,228-48.3%

$145,433-45.1%

$137,256-41.9%

Participation rate

17.4%

83.8%-66.4pp

82.1%-64.7pp

80.0%-62.6pp

Annual return

19.80%

74.59%-54.8pp

66.58%-46.8pp

220.34%-200.5pp

Employer contribution / active EE

$1,046

$4,804-78.2%

$4,554-77.0%

$4,156-74.8%

Participant deferral / active EE

$2,431

$8,216-70.4%

$7,897-69.2%

$6,407-62.1%

Admin fee / account holder

$14,344-100.0%

$13,129-100.0%

$12,270-100.0%

M&R GEOTECHNICAL SERVICES 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

M&R GEOTECHNICAL SERVICES 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion