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Original filing (PDF)20251010145624NAL0004728515001
MOUNT AIRY #1, LLC
Form 5500
FILING_RECEIVED
MOUNT AIRY #1, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
772
Accounts w/ balance
971
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 84 bps in Schedule C fees — 188% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNT AIRY #1, LLC.
Plan sponsor
Name
MOUNT AIRY #1, LLC
EIN
20-1454362
Address
312 WOODLAND ROAD · MT. POCONO, PA · 18344
Phone
(570) 243-5141
Industry
Arts, Entertainment, Recreationsee 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
2025-10-10
Pension benefit codes
2S · Automatic enrollment
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
KRONICK, KALADA, BERDY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $122K | — |
| KRONICK, KALADA BERDY AND CO | — | KINGSTON, PA | NONE | $12K | — |
Investments
32 direct securities· $16.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH Multi-Index 2030 LT Prt R6 Registered Investment Company N/R | — | — | — | $2.3M | 14.6% | |
| JH Multi-Index 2035 LT Prt R6 Registered Investment Company N/R | — | — | — | $2.3M | 14.3% | |
| JH Multi-Index 2050 LT Prt R6 Registered Investment Company N/R | — | — | — | $1.5M | 9.4% | |
| JH Multi-Index 2025 LT Prt R6 Registered Investment Company N/R | — | — | — | $1.2M | 7.7% | |
| JH Multi-Index 2055 LT Prt R6 Registered Investment Company N/R | — | — | — | $1.1M | 7.1% | |
| JH Multi-Index 2045 LT Prt R6 Registered Investment Company N/R | — | — | — | $999K | 6.2% | |
| JH Multi-Index 2060 LT Prt R6 Registered Investment Company N/R | — | — | — | $836K | 5.2% | |
| Vanguard Growth Index Fd Adm Registered Investment Company N/R | — | — | — | $795K | 5.0% | |
| JH Multi-Index 2040 LT Prt R6 Registered Investment Company N/R | — | — | — | $766K | 4.8% | |
| JH Multi-Index 2020 LT Prt R6 Registered Investment Company N/R | — | — | — | $763K | 4.8% | |
| pledged as collateral, maturing in 2025 through 2029 $0 | — | — | — | $660K | 4.1% | |
| Fidelity 500 Index Fd Registered Investment Company N/R | — | — | — | $610K | 3.8% | |
| JPMorgan US Govt Mmkt Cap Cl Registered Investment Company N/R | — | — | — | $311K | 1.9% | |
| Vanguard Value Index Fd Adm Registered Investment Company N/R | — | — | — | $270K | 1.7% | |
| JH Multi-Index 2015 LT Prt R6 Registered Investment Company N/R | — | — | — | $209K | 1.3% | |
| M similar party and par or maturity value (d) Cost (e) Current value JH Stable Value Guaranteed Inc Guaranteed interest fund, interest rate of N/R | — | — | — | $172K | 1.1% | |
| Vanguard Mid Cap Grwth Index Adm Registered Investment Company N/R | — | — | — | $169K | 1.1% | |
| Vanguard Small Growth Adm Registered Investment Company N/R | — | — | — | $126K | 0.8% | |
| Vanguard Ttl Wrld Stk ldx Adm Registered Investment Company N/R | — | — | — | $118K | 0.7% | |
| Vangaurd Intl Growth Fund Adm Registered Investment Company N/R | — | — | — | $81K | 0.5% | |
| Vanguard Lifestrat Growth Inv Registered Investment Company N/R | — | — | — | $79K | 0.5% | |
| Blackrock Global Alloc Fund K Registered Investment Company N/R | — | — | — | $78K | 0.5% | |
| Vanguard Mid Cap Index Adm Registered Investment Company N/R | — | — | — | $74K | 0.5% | |
| ,, John Hancock Bond Fund R6 Registered Investment Company N/R | — | — | — | $71K | 0.4% | |
| Vanguard Inter Term Bd ldx Adm Registered Investment Company N/R | — | — | — | $69K | 0.4% | |
| Vanguard Sm Cap Ind Adm Registered Investment Company N/R | — | — | — | $63K | 0.4% | |
| Vanguard MidCap Val Adm Registered Investment Company N/R | — | — | — | $58K | 0.4% | |
| Vanguard International Value Registered Investment Company N/R | — | — | — | $51K | 0.3% | |
| Vanguard Lifestrat Mod Growth Inv Registered Investment Company N/R | — | — | — | $30K | 0.2% | |
| Vanguard LifeStrat Cons Gr Inv Registered Investment Company N/R | — | — | — | $20K | 0.1% | |
| Vanguard Sm Cap Val Ind Adm Registered Investment Company N/R | — | — | — | $15K | <0.1% | |
| Vanguard Lifestrat Inc Inv Sh Registered Investment Company N/R | — | — | — | $10K | <0.1% |
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