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Original filing (PDF)20251013132647NAL0001398049001
MBA TECH INC
Form 5500
FILING_RECEIVED
MBA TECH, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
143
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
40 pooled trusts
Schedule D
34 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MBA TECH INC.
Plan sponsor
Name
MBA TECH INC
DBA
CLASSIC DESIGN
EIN
26-4823697
Address
800 STANDARD PARKWAY · AUBURN HILLS, MI · 48326
Phone
(269) 465-2394
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
2025-10-13
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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities · 40 pooled funds· $9.7M(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.
Pooled Separate Account
$9.0M
40 holdings
Uncategorized
$697K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IF/2035 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | — | — | $1.7M | 17.7% | |
| S0/LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | — | — | $1.6M | 16.5% | |
| IJ/2055 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110 | Pooled Separate Account | — | — | $744K | 7.7% | |
| IH/2045 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | — | — | $617K | 6.4% | |
| SENTRY LIFE INSURANCE COMPANY GUARANTEED FUND | — | — | — | $585K | 6.0% | |
| ID/2025 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | — | — | $549K | 5.7% | |
| R0/TOTAL STOCK INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018 | Pooled Separate Account | — | — | $356K | 3.7% | |
| H0/AGGRESSIVE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 008 | Pooled Separate Account | — | — | $347K | 3.6% | |
| IK/2060 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111 | Pooled Separate Account | — | — | $285K | 2.9% | |
| AL/SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | — | — | $281K | 2.9% | |
| AE/LARGE CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 047 | Pooled Separate Account | — | — | $275K | 2.8% | |
| AO/FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | — | — | $196K | 2.0% | |
| MB/LARGE CAP VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 075 | Pooled Separate Account | — | — | $179K | 1.8% | |
| IG/2040 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | — | — | $163K | 1.7% | |
| X0/BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | — | — | $162K | 1.7% | |
| AN/EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | — | — | $143K | 1.5% | |
| CC/SMALL-MID CAP GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058 | Pooled Separate Account | — | — | $142K | 1.5% | |
| P0/SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | — | — | $141K | 1.5% | |
| IE/2030 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | — | — | $139K | 1.4% | |
| AB/MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 | Pooled Separate Account | — | — | $122K | 1.3% | |
| Participant Loans * PARTICIPANT LOANS 5.25% TO 10.50% | — | — | — | $112K | 1.2% | |
| II/2050 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | — | — | $111K | 1.1% | |
| HA/LARGE CAP BLEND ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 084 | Pooled Separate Account | — | — | $101K | 1.0% | |
| HC/INTERMEDIATE TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086 | Pooled Separate Account | — | — | $96K | 1.0% | |
| AJ/MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | — | — | $90K | 0.9% | |
| AI/MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | — | — | $83K | 0.9% | |
| HB/FOREIGN LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 085 | Pooled Separate Account | — | — | $78K | 0.8% | |
| UA/HIGH-YIELD BOND ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 126 | Pooled Separate Account | — | — | $65K | 0.7% | |
| W0/TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | — | — | $59K | 0.6% | |
| HD/GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | — | — | $58K | 0.6% | |
| GC/TIPS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 066 | Pooled Separate Account | — | — | $42K | 0.4% | |
| IL/2065 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 129 | Pooled Separate Account | — | — | $29K | 0.3% | |
| M0/SMALL CAP BLEND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013 | Pooled Separate Account | — | — | $21K | 0.2% | |
| IC/2020 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | — | — | $5K | <0.1% | |
| IA/2010 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101 | Pooled Separate Account | — | — | $81 | <0.1% | |
| AP/SMALL CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2015 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SE/LARGE CAP DIVIDENDS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| I0/INTERNATIONAL GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 009 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CB/HIGH YIELD BOND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 057 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AK/REIT INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 053 | Pooled Separate Account | — | — | $0 | <0.1% | |
| YM/INTERMEDIATE-TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 074 | Pooled Separate Account | — | — | $0 | <0.1% |
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