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Original filing (PDF)20250915075459NAL0002443074001
MDRC
Form 5500
FILING_RECEIVED
MDRC SAVINGS PLAN
403(b) retirement plan
Active participants
333
Accounts w/ balance
523
Plan assets (EOY)
$64.8M
Net assets (EOY)
$64.8M
How this plan invests
This plan
39 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDRC.
Plan sponsor
Name
MDRC
EIN
23-7379473
Address
200 VESEY ST. · 23RD FLOOR · NEW YORK, NY · 10281
Phone
(212) 340-4443
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 | $63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF MARIN | 47-1411118 | — | INVESTMENT ADVISOR | $17K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
34 direct securities· $65.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $11.6M | 17.9% | |
| T.Rowe Price Retirement 2040 Fund " | — | — | — | $6.6M | 10.1% | |
| T.Rowe Price Retirement 2050 Fund " | — | — | — | $5.6M | 8.6% | |
| T.Rowe Price Retirement 2030 Fund " | — | — | — | $4.8M | 7.4% | |
| Nuveen Gr & Inc Instl | — | — | — | $4.3M | 6.6% | |
| Vanguard FTSE Social Index Admiral " | — | — | — | $3.3M | 5.1% | |
| TFLIC Guaranteed Investment Option Guaranteed investment contract | — | — | — | $3.2M | 5.0% | |
| Vanguard Mid Cap Index Admiral " | — | — | — | $2.9M | 4.4% | |
| Vanguard Small Cap Index Admiral " | — | — | — | $2.7M | 4.1% | |
| American Funds American Balanced Fund Class R6 " | — | — | — | $2.5M | 3.8% | |
| T.Rowe Price Retirement 2045 Fund " | — | — | — | $2.4M | 3.7% | |
| T.Rowe Price Retirement 2035 Fund " | — | — | — | $2.0M | 3.1% | |
| American Funds EuroPacific Growth Fund Class R6 " | — | — | — | $1.9M | 2.9% | |
| T.Rowe Price Retirement 2055 Fund " | — | — | — | $1.7M | 2.7% | |
| T.Rowe Price Retirement 2025 Fund " | — | — | — | $1.5M | 2.3% | |
| T.Rowe Price Retirement 2060 Fund " | — | — | — | $1.4M | 2.2% | |
| T.Rowe Price Retirement 2020 Fund " | — | — | — | $1.4M | 2.1% | |
| American Beacon Man Large Cap Value Fund R5 Mutual fund | — | — | — | $1.0M | 1.6% | |
| American Funds New World Fund Class R6 " | — | — | — | $984K | 1.5% | |
| Fidelity Total Bd K6 | — | — | — | $865K | 1.3% | |
| T.Rowe Price Retirement 2065 Fund " | — | — | — | $505K | 0.8% | |
| Vanguard Strategic Eq | — | — | — | $446K | 0.7% | |
| Vanguard Inf-Protected Secs Adm | — | — | — | $236K | 0.4% | |
| * Participants Notes Receivable with interest rates of 4.25% to 9.00% | — | — | — | $215K | 0.3% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $215K | 0.3% | |
| Vanguard Strategic Small Cap Equity Fund " | — | — | — | $193K | 0.3% | |
| Lord Abbett Short Duration Income Fund I " | — | — | — | $163K | 0.3% | |
| T.Rowe Price Retirement 2010 Fund " | — | — | — | $153K | 0.2% | |
| Vanguard Equity-Income Fund Admiral " | — | — | — | $74K | 0.1% | |
| T.Rowe Price Retirement 2015 Fund " | — | — | — | $58K | <0.1% | |
| JPMorgan Large Cap Growth Fund Class R6 " | — | — | — | $49K | <0.1% | |
| Cash | — | — | — | $10K | <0.1% | |
| State Street Bank & Trust State Street Instl US Govt Money Market Premier | — | — | — | $8K | <0.1% | |
| Financial Services Revenue to National 3.8689. | — | — | — | $7K | <0.1% |