Original filing (PDF)20250702085231NAL0013410065001

MANAGING BROKER DEALER SOLUTIONS

Name: MANAGING BROKER DEALER SOLUTIONS — MBD SOLUTIONS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MANAGING BROKER DEALER SOLUTIONS

Form 5500-SF

FILING_RECEIVED

MBD SOLUTIONS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$709K

Net assets (EOY)

$709K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MANAGING BROKER DEALER SOLUTIONS.

Plan sponsor

Name

MANAGING BROKER DEALER SOLUTIONS

DBA

MBD SOLUTIONS

EIN

46-4621786all filings

Address

4412 CHEROKEE DRIVE · MCKINNEY, TX · 75072

Phone