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Original filing (PDF)20251008061128NAL0008901712001
MONDRIAN INVESTMENT GROUP U.S, INC
Form 5500
FILING_RECEIVED
MONDRIAN ALL COUNTRIES WORLD EX-US, EX-CHINA AND EX-HONG KONG EQUITY FUND, L. P.
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$344.1M
Net assets (EOY)
$344.0M
Plan health score (directional)
94
/ 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
100
Vendor stack
100
Participation health
90
Knocking points off
- 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.
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONDRIAN INVESTMENT GROUP U.S, INC.
Plan sponsor
Name
MONDRIAN INVESTMENT GROUP U.S, INC
EIN
47-2581067
Address
1100 N. MARKET STREET, 4TH FLOOR · SUITE 4001 · WILMINGTON, DE · 19890
Phone
(302) 428-3839
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
017
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $40K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $14K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $10K | — |
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.