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Original filing (PDF)20250717150701NAL0000750672001
MBI, INC.
Form 5500
FILING_RECEIVED
MBI, INC 401(K) PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
317
Accounts w/ balance
359
Plan assets (EOY)
$64.7M
Net assets (EOY)
$64.7M
How this plan invests
This plan
22 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Fund Inst'l Shares Mutual Fund" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MBI, INC..
Plan sponsor
Name
MBI, INC.
EIN
06-0902721
Address
501 MERRITT 7 · NORWALK, CT · 068517000
Phone
(203) 853-2000
Industry
Retail Tradesee all
Plan administrator
Name
MBI, INC.
EIN
06-0902721
City
NORWALK, CT
Phone
(203) 853-2000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST COMPANY | 23-2186884 | — | TRUSTEE | $21K | — |
Investments
22 direct securities· $64.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Mutual Fund | — | — | — | $21.9M | 33.9% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | — | — | — | $9.9M | 15.3% | |
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | — | — | — | $8.0M | 12.3% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Mutual Fund | — | — | — | $3.7M | 5.7% | |
| Vanguard Extended Market Index Fund Admiral Shares Mutual Fund | — | — | — | $3.0M | 4.7% | |
| Vanguard Total International Stock Index Fund Admiral Shr Mutual Fund | — | — | — | $3.0M | 4.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $2.8M | 4.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $2.5M | 3.9% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.9M | 3.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.5M | 2.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $1.2M | 1.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $1.2M | 1.8% | |
| Vanguard GNMA Fund Admiral Shares Mutual Fund | — | — | — | $996K | 1.5% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $859K | 1.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $823K | 1.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $460K | 0.7% | |
| Participants Participant Loans Rates from 4.25% - 9.50% | — | — | — | $435K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $321K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $85K | 0.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $78K | 0.1% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $27K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $6K | <0.1% |