Back to filter
Original filing (PDF)20251007084736NAL0004335153001
INTERNATIONAL DATA BASE CORP.
Form 5500
FILING_RECEIVED
MDF COMMERCE 401(K) PLAN
401(k) retirement plan
Active participants
219
Accounts w/ balance
251
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
- 41 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 INTERNATIONAL DATA BASE CORP..
Plan sponsor
Name
INTERNATIONAL DATA BASE CORP.
EIN
11-2664257
Address
15 BRITISH AMERICAN BLVD · LATHAM, NY · 12110
Phone
(450) 449-0102
Industry
Information / Tech / Mediasee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ADKF, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $47K | — |
Investments
27 direct securities · 1 pooled fund· $17.8M(99% 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
$17.4M
27 holdings
Common Collective Trust
$373K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund IPR Mutual Fund | — | — | — | $2.5M | 14.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.4M | 13.4% | |
| Fidelity Freedom Index 2035 Fund IPR Mutual Fund | — | — | — | $2.0M | 11.2% | |
| Fidelity Freedom Index 2045 Fund IPR Mutual Fund | — | — | — | $1.9M | 10.6% | |
| Fidelity Freedom Index 2050 Fund IPR Mutual Fund | — | — | — | $1.4M | 7.8% | |
| DFA Inflation Protected Securities Portfolio Mutual Fund ** 115 Putnam Large Cap Growth Fund Mutual Fund | — | — | — | $1.4M | 7.6% | |
| Fidelity Freedom Index 2040 Fund IPR Mutual Fund | — | — | — | $1.1M | 6.3% | |
| Fidelity Freedom Index 2055 Fund IPR Mutual Fund | — | — | — | $1.0M | 5.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $675K | 3.8% | |
| Fidelity Freedom Index 2060 Fund IPR Mutual Fund | — | — | — | $587K | 3.3% | |
| Fidelity Freedom Index 2025 Fund IPR Mutual Fund | — | — | — | $445K | 2.5% | |
| MFS Value Fund Mutual Fund | — | — | — | $432K | 2.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $373K | 2.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $330K | 1.8% | |
| John Hancock Bond Fund Mutual Fund | — | — | — | $232K | 1.3% | |
| PGIM High Yield Fund Mutual Fund | — | — | — | $216K | 1.2% | |
| Allspring Small Company Value Fund Mutual Fund | — | — | — | $179K | 1.0% | |
| JPMorgan Government Bond Fund Mutual Fund ** 270 JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $116K | 0.7% | |
| MFS New Discovery Fund Mutual Fund | — | — | — | $99K | 0.6% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $69K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $66K | 0.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $45K | 0.3% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $41K | 0.2% | |
| Fidelity Freedom Index 2015 Fund IPR Mutual Fund ** 152 * Fidelity Freedom Index 2020 Fund IPR Mutual Fund | — | — | — | $40K | 0.2% | |
| Fidelity Freedom Index Income Fund IPR Mutual Fund | — | — | — | $38K | 0.2% | |
| Fidelity Freedom Index 2065 Fund IPR Mutual Fund | — | — | — | $31K | 0.2% | |
| American Century Large Cap Equity Fund Mutual Fund | — | — | — | $26K | 0.1% | |
| John Hancock Disc Val Mid Cap Fd Mutual Fund | — | — | — | $25K | 0.1% |