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Original filing (PDF)20250915075559NAL0000562307001
MDRC
Form 5500
FILING_RECEIVED
MDRC PENSION PLAN
Defined-contribution retirement plan
Active participants
306
Accounts w/ balance
475
Plan assets (EOY)
$46.6M
Net assets (EOY)
$46.6M
How this plan invests
This plan
35 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 (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDRC.
Plan sponsor
Name
MDRC
EIN
23-7379473
Address
200 VESEY STREET · 23TH FLOOR · NEW YORK, NY · 10281
Phone
(212) 340-4443
Industry
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
2025-09-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF MARIN | 47-1411118 | — | INVESTMENT ADVISOR | $13K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
30 direct securities· $46.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $5.2M | 11.2% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $4.7M | 10.0% | |
| TFLIC Guaranteed Investment Option Guaranteed investment contract | — | — | — | $3.6M | 7.7% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $3.6M | 7.6% | |
| T. Rowe Price T. Rowe Price Ret 2050 I | — | — | — | $3.4M | 7.2% | |
| Nuveen Gr & Inc Instl | — | — | — | $3.2M | 6.9% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $2.8M | 6.0% | |
| T. Rowe Price Retirement 2025 Fund " | — | — | — | $2.7M | 5.8% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $2.6M | 5.7% | |
| Vanguard FTSE Social Index Fund Admiral " | — | — | — | $1.9M | 4.0% | |
| American Funds American Balanced Fund Class R6 " | — | — | — | $1.6M | 3.5% | |
| Vanguard Mid-Cap Growth Index Fund Admiral " | — | — | — | $1.6M | 3.5% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $1.6M | 3.4% | |
| T. Rowe Price Retirement 2020 Fund " | — | — | — | $1.3M | 2.8% | |
| Vanguard Small-Cap Index Fund Admiral " | — | — | — | $1.1M | 2.4% | |
| American Funds EuroPacific Growth Fund Class R6 " | — | — | — | $854K | 1.8% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $754K | 1.6% | |
| American Beacon Man Large Cap Value R5 Mutual fund | — | — | — | $662K | 1.4% | |
| Fidelity Total Bond Fund Class K6 " | — | — | — | $573K | 1.2% | |
| Vanguard Inflation-Protected Securities Admiral " | — | — | — | $561K | 1.2% | |
| American Funds New World Class R6 " | — | — | — | $552K | 1.2% | |
| T. Rowe Price Retirement 2010 Fund " | — | — | — | $489K | 1.0% | |
| Vanguard Strategic Equity Fund Investor " | — | — | — | $318K | 0.7% | |
| T. Rowe Price Retirement 2065 Fund " | — | — | — | $251K | 0.5% | |
| Vanguard Strategic Small-Cap Equity Fund " | — | — | — | $179K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund " | — | — | — | $164K | 0.4% | |
| Lord Abbett Short Duration Income I Fund " | — | — | — | $93K | 0.2% | |
| State Street Institutional U.S. Government Money Market Fund " | — | — | — | $91K | 0.2% | |
| JPMorgan Large Cap Growth R6 " | — | — | — | $53K | 0.1% | |
| Vanguard Equity-Income Fund Admiral " | — | — | — | $9K | <0.1% |
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