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Original filing (PDF)20251007081659NAL0002308563001
MID-ATLANTIC DOOR GROUP, INC.
Form 5500
FILING_RECEIVED
MID-ATLANTIC DOOR GROUP, INC. 401K PLAN
401(k) retirement plan
Active participants
221
Accounts w/ balance
132
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID-ATLANTIC DOOR GROUP, INC..
Plan sponsor
Name
MID-ATLANTIC DOOR GROUP, INC.
DBA
SAME
EIN
26-0041457
Address
6841 DISTRIBUTION DRIVE · BELTSVILLE, MD · 207051404
Phone
(301) 937-1800
Industry
Wholesale Tradesee 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
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | ADVISOR | $32K | — |
Investments
37 direct securities· $12.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Funds Blue Chip Growth Fund Investor - | — | — | — | $1.6M | 13.2% | |
| T. Rowe Price Funds Spectrum Moderate Growth Allocation - | — | — | — | $1.4M | 11.2% | |
| Fund Investor BlackRock Mid-Cap Growth Equity Portfolio - | — | — | — | $1.2M | 9.4% | |
| Institutional Vanguard Explorer Fund Investor - | — | — | — | $1.1M | 8.8% | |
| Dodge & Cox Dodge & Cox Stock Fund I - | — | — | — | $992K | 8.1% | |
| Vanguard 500 Index Fund Investor - | — | — | — | $657K | 5.4% | |
| Vanguard Federal Money Market Investor - | — | — | — | $624K | 5.1% | |
| Vanguard Target Retirement 2045 Fund - | — | — | — | $509K | 4.2% | |
| T. Rowe Price Funds Spectrum Conservative Allocation Fund - | — | — | — | $414K | 3.4% | |
| Investor Vanguard Target Retirement 2030 Fund - | — | — | — | $380K | 3.1% | |
| Dodge & Cox Balanced Fund I - | — | — | — | $324K | 2.6% | |
| various maturities through June 2034 Total Notes Receviable - | — | — | — | $316K | 2.6% | |
| Participant loans Interest rates from 4.25%- 9.50%, with - | — | — | — | $316K | 2.6% | |
| Vanguard Mid Cap Index Investor - | — | — | — | $306K | 2.5% | |
| T. Rowe Price Funds Spectrum Moderate Growth Allocation Fund - | — | — | — | $294K | 2.4% | |
| Investor Vanguard Total International Stock Index Fund - | — | — | — | $292K | 2.4% | |
| Investor Vanguard Target Retirement 2055 Fund - | — | — | — | $249K | 2.0% | |
| Vanguard Target Retirement 2040 Fund - | — | — | — | $236K | 1.9% | |
| Dodge & Cox Income Fund I - | — | — | — | $225K | 1.8% | |
| Vanguard Short-Term Federal Fund Investor - | — | — | — | $214K | 1.7% | |
| Vanguard Small-Cap Value Index Investor - | — | — | — | $183K | 1.5% | |
| Vanguard Target Retirement 2050 Fund - | — | — | — | $172K | 1.4% | |
| Vanguard Target Retirement 2035 Fund - | — | — | — | $142K | 1.2% | |
| Vanguard Target Retirement 2065 Fund - | — | — | — | $88K | 0.7% | |
| Vanguard Target Retirement 2060 Fund - | — | — | — | $81K | 0.7% | |
| Vanguard Health Care Fund Investor - | — | — | — | $72K | 0.6% | |
| Vanguard Target Retirement 2025 Fund - | — | — | — | $66K | 0.5% | |
| Vanguard Small-Cap Index Fund Investor - | — | — | — | $62K | 0.5% | |
| Vanguard Selected Value Fund Investor - | — | — | — | $33K | 0.3% | |
| Vanguard Real Estate Index Fund Investor - | — | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2020 Fund - | — | — | — | $24K | 0.2% | |
| Federated Hermes Institutional High Yield Bond Fund - | — | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2070 Fund - | — | — | — | $13K | 0.1% | |
| The American Funds New World Fund R6 - | — | — | — | $3K | <0.1% | |
| PIMCO Real Return Fund Institutional - | — | — | — | $2K | <0.1% | |
| PIMCO Diversified Income Fund Institutional - | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Fund - | — | — | — | $2K | <0.1% |
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