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Original filing (PDF)20250327105033NAL0035325314001
MUDITA EUDOXUS, LP
Form 5500
FILING_RECEIVED
MUDITA EUDOXUS, LP
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$99.2M
Net assets (EOY)
$96.0M
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 68 bps in Schedule C fees — 324% above peer band of 16 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUDITA EUDOXUS, LP.
Plan sponsor
Name
MUDITA EUDOXUS, LP
EIN
38-4300374
Address
—
Phone
—
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-09-30
Filed
2025-03-27
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUDITA ADVISORS, LLP | 98-1712523 | — | INVESTMENT MANAGER | $574K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTAUR/WAYSTONE | — | — | NONE | $48K | — |
| KPMG LLP | 98-0172472 | — | NONE | $28K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $15K | — |
| GOODWIN PROCTOR LLP | — | WASHINGTON, DC | NONE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.