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Original filing (PDF)20251010123025NAL0008157713001
MDC INTERIOR SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
MDC INTERIOR SOLUTIONS, LLC EMPLOYEES' 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
248
Accounts w/ balance
221
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Knocking points off
- Top holding "FID GROWTH CO K6" is 31% of plan.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDC INTERIOR SOLUTIONS, LLC.
Plan sponsor
Name
MDC INTERIOR SOLUTIONS, LLC
EIN
36-2064863
Address
400 HIGH GROVE BLVD · GLENDALE HEIGHTS, IL · 60139
Phone
(847) 437-4000
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $35K | — |
| MESIROW FINANCIAL INC | 36-3194849 | — | ADVISOR | $10K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
32 direct securities · 1 pooled fund· $33.5M(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.
Uncategorized
$32.0M
32 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO K6 | — | 338,171.32 | $7.4M | $10.3M | 30.7% | |
| FID CONTRAFUND | — | 247,020.81 | $3.0M | $5.2M | 15.5% | |
| FID FDM IDX 2030 PRM | — | 118,051.306 | $2.4M | $2.4M | 7.1% | |
| FID 500 INDEX | — | 8,860.19 | $1.3M | $1.8M | 5.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | 1,520,024.93 | $1.5M | $1.5M | 4.5% | |
| FID FDM IDX 2035 PRM | — | 58,985.01 | $1.4M | $1.4M | 4.1% | |
| FID FDM IDX 2040 PRM | — | 49,170.072 | $1.2M | $1.2M | 3.6% | |
| FID FDM IDX 2045 PRM | — | 45,858.622 | $1.2M | $1.2M | 3.6% | |
| DFA INTL CORE EQ I | — | 49,487.255 | $713K | $763K | 2.3% | |
| FID TOTAL BOND | — | 79,706.947 | $803K | $749K | 2.2% | |
| FID FDM IDX 2025 PRM | — | 35,929.113 | $692K | $667K | 2.0% | |
| VANG MDCPVAL IDX ADM | — | 6,900.023 | $446K | $578K | 1.7% | |
| FID REAL ESTATE INVS | — | 14,339.758 | $548K | $553K | 1.7% | |
| FID SM CAP IDX | — | 18,973.886 | $522K | $525K | 1.6% | |
| FID PURITAN | — | 21,067.237 | $472K | $524K | 1.6% | |
| FID WORLDWIDE | — | 13,068.236 | $404K | $455K | 1.4% | |
| FID FDM IDX 2055 PRM | — | 20,831.65 | $451K | $445K | 1.3% | |
| FID SMALL CAP GROWTH | — | 12,659.688 | $369K | $424K | 1.3% | |
| FID FDM IDX 2020 PRM | — | 22,347.107 | $368K | $352K | 1.1% | |
| J H ENTERPRISE N | — | 2,282.817 | $322K | $328K | 1.0% | |
| VANG EQUITY INC ADM | — | 3,279.532 | $284K | $289K | 0.9% | |
| FID FDM IDX 2050 PRM | — | 8,451.418 | $223K | $219K | 0.7% | |
| VANG INTM BD IDX ADM | — | 20,402.904 | $216K | $207K | 0.6% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $206K | 0.6% | |
| FID FDM IDX 2010 PRM | — | 16,035.214 | $214K | $206K | 0.6% | |
| VANG DEV MKT IDX ADM | — | 12,110.16 | $176K | $186K | 0.6% | |
| FID FDM IDX 2015 PRM | — | 12,746.429 | $189K | $182K | 0.5% | |
| FID FDM IDX 2060 PRM | — | 9,159.468 | $168K | $166K | 0.5% | |
| FID FDM IDX 2065 PRM | — | 10,494.618 | $156K | $154K | 0.5% | |
| FID FDM IDX INC PRM | — | 11,342.099 | $136K | $133K | 0.4% | |
| FID MID CAP IDX | — | 3,456.024 | $89K | $117K | 0.3% | |
| VANG SMCPVL IDX ADM | — | 947.101 | $67K | $81K | 0.2% | |
| VANG VMMR-FED MMKT | — | 36.87 | $37 | $37 | <0.1% |