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Original filing (PDF)20251009083809NAL0010575856001
MDD, INC. DBA DENNEY TRANSPORT, LTD
Form 5500
FILING_RECEIVED
DENNEY TRANSPORT, LTD 401(K) PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
18
Accounts w/ balance
76
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
16 pooled trusts
Schedule D
16 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
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDD, INC. DBA DENNEY TRANSPORT, LTD.
Plan sponsor
Name
MDD, INC. DBA DENNEY TRANSPORT, LTD
EIN
20-5244777
Address
5000 EAST 74TH AVENUE · COMMERCE CITY, CO · 80022
Phone
(303) 388-6317
Industry
Transportation & Warehousingsee 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
2025-10-09
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
RYAN, GUNSAULS & O'DONNELL, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | 31-1582098 | CHICAGO, IL | THIRD PARTY ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $11K | — |
Investments
16 pooled funds· $2.3M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SAV2 VANGUARD TARGET RET 2020 LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $369K | 15.9% | |
| SAV3 VANGUARD TARGET RET 2030 LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $255K | 11.0% | |
| SA27 LVIP SSGA S&P 500 INDEX LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $254K | 11.0% | |
| SAKG AM FND INTL GRWTH INCOME LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $237K | 10.2% | |
| SA1N AMERFUNDS INVEST CO AMER LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $222K | 9.6% | |
| SAV4 VANGUARD TARGET RET 2040 LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $210K | 9.1% | |
| SAV5 VANGUARD TARGET RET 2050 LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $206K | 8.9% | |
| SA1B AMERFUNDS AMER BALANCED LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $183K | 7.9% | |
| SAEG VG TARGET RET INC INV LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $123K | 5.3% | |
| SALA SS S&P MIDCP IDX NON-LN LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $80K | 3.4% | |
| SA4G DFA US SMALL CAP I LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $40K | 1.7% | |
| SADY BAIRD AGGREGATE BOND INST LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $27K | 1.2% | |
| SA5D AMER CENTURY INFL ADJ BDA LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $22K | 0.9% | |
| SAEF VANGUARD TARGET DATE 2060 LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $21K | 0.9% | |
| GTEE GUARANTEED STABLE VALUE ACCT LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $8K | 0.3% | |
| SA4X FED HERMES GOV ULTSHT DUR LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $7K | 0.3% |
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