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Original filing (PDF)20251013071632NAL0001391184001
MDK
Form 5500
FILING_RECEIVED
MDK 401K PLAN
401(k) retirement plan
Active participants
240
Accounts w/ balance
462
Plan assets (EOY)
$37.0M
Net assets (EOY)
$37.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDK.
Plan sponsor
Name
MDK
EIN
13-4225050
Address
1555 LAKE SHORE DRIVE · COLUMBUS, OH · 43204
Phone
(614) 220-5611
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
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 | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
28 direct securities· $36.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Spartan 500 Index Adv | — | — | — | $4.8M | 13.0% | |
| Fidelity Adv Freedom 2040 K | — | — | — | $4.6M | 12.3% | |
| Fidelity Adv Freedom 2050 K | — | — | — | $3.8M | 10.3% | |
| Fidelity Adv Freedom 2045 K | — | — | — | $3.4M | 9.1% | |
| Fidelity Contrafund K6 | — | — | — | $3.2M | 8.7% | |
| Fidelity Adv Freedom 2055 | — | — | — | $2.3M | 6.1% | |
| Fidelity Adv Freedom 2030 K | — | — | — | $1.7M | 4.6% | |
| Fidelity Adv Freedom 2025 K | — | — | — | $1.4M | 3.8% | |
| Fidelity Spartan International Index Adv | — | — | — | $1.2M | 3.4% | |
| Fidelity Adv Freedom 2035 K | — | — | — | $1.2M | 3.4% | |
| Pimco Rae Emerging Market I | — | — | — | $1.1M | 3.1% | |
| MFS Massachusetts Investors TR I | — | — | — | $940K | 2.5% | |
| Fidelity Brokeragelink | — | — | — | $770K | 2.1% | |
| Fidelity Adv Freedom 2060 K | — | — | — | $747K | 2.0% | |
| Vanguard Small Cap Index Adm | — | — | — | $739K | 2.0% | |
| Pioneer Strategic Income Y | — | — | — | $584K | 1.6% | |
| Janus Henderson Triton Fund | — | — | — | $561K | 1.5% | |
| Goldman Sachs Mid Cap Growth R6 | — | — | — | $542K | 1.5% | |
| Oklahoma Baird Core Plus International | — | — | — | $506K | 1.4% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $492K | 1.3% | |
| Fidelity US Govt Res | — | — | — | $438K | 1.2% | |
| Oklahoma Allspring Special Mid Cap Value | — | — | — | $405K | 1.1% | |
| Fidelity Adv Freedom 2020 K | — | — | — | $348K | 0.9% | |
| Neuberger Berman Genesis Fund | — | — | — | $271K | 0.7% | |
| Fidelity Adv Freedom 2015 K | — | — | — | $244K | 0.7% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $216K | 0.6% | |
| Fidelity Adv Freedom 2065 K | — | — | — | $139K | 0.4% | |
| Fidelity Freedom Income K | — | — | — | $1K | <0.1% |
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