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Original filing (PDF)20250701100958NAL0006956275001
MORTGAGE INDUSTRY ADVISORY CORPORATION
Form 5500
FILING_RECEIVED
MIAC ANALYTICS 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
103
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
33 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
- 39 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 MORTGAGE INDUSTRY ADVISORY CORPORATION.
Plan sponsor
Name
MORTGAGE INDUSTRY ADVISORY CORPORATION
EIN
13-3559023
Address
1325 AVENUE OF THE AMERICAS · 28TH FLOOR · NEW YORK, NY · 10019
Phone
(212) 233-1250
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET, GRANT AND CO, INC | — | SYRACUSE, NY | NONE | $52K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $12K | — |
Investments
33 direct securities· $16.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF SPDR 0 | — | — | — | $2.0M | 12.3% | |
| American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $1.6M | 9.8% | |
| Macquarie Science And Technology I Macquarie 0 | — | — | — | $1.5M | 9.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.4M | 8.6% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $1.3M | 8.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $1.0M | 6.1% | |
| Invesco Rising Dividends R6 Invesco 0 | — | — | — | $782K | 4.8% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $749K | 4.6% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $707K | 4.3% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $700K | 4.3% | |
| Janus Henderson Enterprise N Janus Henderson 0 | — | — | — | $681K | 4.2% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $521K | 3.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $289K | 1.8% | |
| Lord Abbett Value Opportunities R6 Lord Abbett 0 | — | — | — | $283K | 1.7% | |
| Thornburg Global Opportunities R6 Thornburg 0 | — | — | — | $268K | 1.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $265K | 1.6% | |
| Touchstone Dividend Equity Y Touchstone 0 | — | — | — | $257K | 1.6% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $255K | 1.6% | |
| PGIM Jennison Natural Resources R6 PGIM 0 | — | — | — | $209K | 1.3% | |
| PIMCO Total Return Instl PIMCO 0 | — | — | — | $205K | 1.3% | |
| Invesco Developing Markets R6 Invesco 0 | — | — | — | $196K | 1.2% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $165K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $153K | 0.9% | |
| Macquarie Asset Strategy I Macquarie 0 | — | — | — | $142K | 0.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $137K | 0.8% | |
| Invesco Oppy Intl Growth Y Invesco 0 | — | — | — | $126K | 0.8% | |
| Janus Henderson Overseas I Janus Henderson 0 | — | — | — | $125K | 0.8% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $75K | 0.5% | |
| Hodges Small Cap Fund Retail Hodges 0 | — | — | — | $62K | 0.4% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $39K | 0.2% | |
| MFS Government Securities R6 MFS 0 | — | — | — | $32K | 0.2% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $15K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $2K | <0.1% |
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