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Original filing (PDF)20251014150444NAL0006559890001
MBO PARTNERS
Form 5500
FILING_RECEIVED
MBO ASSOCIATE 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
0
Accounts w/ balance
786
Plan assets (EOY)
$82.0M
Net assets (EOY)
$82.0M
How this plan invests
This plan
18 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Great Gray Trust Company BLKRK EQUITY INDEX" is 30% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MBO PARTNERS.
Plan sponsor
Name
MBO PARTNERS
EIN
22-2609042
Address
20370 EXCHANGE ST., · SUITE 250 · ASHBURN, VA · 20147
Phone
(703) 793-6045
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $35K | — |
| WEAVER AND TIDWELL LLP | 75-0786316 | — | CONSULTANT | $11K | — |
Investments
10 direct securities · 18 pooled funds· $82.0M(100% 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.
Common Collective Trust
$48.4M
18 holdings
Uncategorized
$33.5M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $24.8M | 30.3% | |
| T. Rowe Price Trp All-Cap Opps | — | — | — | $16.9M | 20.7% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.6M | 6.8% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $5.2M | 6.4% | |
| Fidelity Management Trust Company Self-managed | — | — | — | $4.4M | 5.3% | |
| J.P. Morgan Jpm Core Bond R6 | — | — | — | $3.8M | 4.7% | |
| Fidelity Management Trust Company FID MID CAP IDX | — | — | — | $3.0M | 3.6% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | — | $2.6M | 3.1% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $2.3M | 2.8% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | — | — | $2.0M | 2.4% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.9M | 2.3% | |
| Fidelity Management Trust Company FID SM CAP IDX | — | — | — | $1.7M | 2.1% | |
| Invesco Invs Sm Cap Val Y | — | — | — | $1.4M | 1.6% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | — | $808K | 1.0% | |
| Fidelity Management Trust Company FID GOVT MMKT K6 | — | — | — | $765K | 0.9% | |
| Fidelity Advisors FA CAPITAL & INC Z | — | — | — | $706K | 0.9% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | — | $694K | 0.8% | |
| Fidelity Management Trust Company FID US BOND IDX 651 Invesco Invs Eqv Intlsmco R5 | — | — | — | $684K | 0.8% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $543K | 0.7% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $466K | 0.6% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $272K | 0.3% | |
| Fidelity Management Trust Company FID INTL INDEX | — | — | — | $248K | 0.3% | |
| FLEXFIT+CONS RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2334614 / PN 327 | Common Collective Trust | — | — | $11K | <0.1% | |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | — | $5K | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+CONS 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2293734 / PN 328 | Common Collective Trust | — | — | $0 | <0.1% |
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