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Original filing (PDF)20251015115107NAL0002244915001
MEADE HOLDINGS, LLC
Form 5500
FILING_RECEIVED
MEADE HOLDINGS 401(K) PLAN
401(k) retirement plan
Signals · 2
~80 bps in Sched C feesNo recordkeeper disclosed
Active participants
235
Accounts w/ balance
448
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 80 bps in Schedule C fees — 176% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEADE HOLDINGS, LLC.
Plan sponsor
Name
MEADE HOLDINGS, LLC
EIN
47-3250673
Address
PO BOX 6195 · JOHNSON CITY, TN · 37602
Phone
(423) 573-2022
Industry
Management of Companies / Holdingssee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROWN EDWARDS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $50K | — |
| SHEPHERD FINANCIAL INVESTMENT ADVIS | 82-0759826 | — | NONE | $41K | — |
Investments
17 direct securities· $11.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Mutual Fund - Total Stock Market Index | — | — | — | $2.2M | 19.0% | |
| Vanguard Mutual Fund - Total Bond Market Index Admiral | — | — | — | $2.1M | 18.8% | |
| Fidelity Mutual Fund - International Index | — | — | — | $1.8M | 16.2% | |
| AllianceBernstein Mutual Fund - Large Cap Growth Z | — | — | — | $1.2M | 11.0% | |
| Vanguard Mutual Fund - Equity Income Admiral | — | — | — | $1.0M | 9.2% | |
| Standard Insurance Company Deposit Administration Contract - Standard Stable Asset A | — | — | — | $1.0M | 9.1% | |
| Fidelity Mutual Fund - Small Cap Index | — | — | — | $637K | 5.6% | |
| MFS Mutual Fund - Mid Cap Value R6 | — | — | — | $411K | 3.6% | |
| Carillon Eagle Mutual Fund - Mid Cap Growth R6 | — | — | — | $347K | 3.1% | |
| American Funds Mutual Fund - American Balanced R6 | — | — | — | $113K | 1.0% | |
| JPMorgan Mutual Fund - US Equity R6 | — | — | — | $61K | 0.5% | |
| Vanguard Mutual Fund - Small Cap Growth Index Admiral | — | — | — | $46K | 0.4% | |
| Vanguard Mutual Fund - Emerging Markets Stock Index Admiral | — | — | — | $20K | 0.2% | |
| Fidelity Mutual Fund - Mid Cap Index | — | — | — | $19K | 0.2% | |
| MFS Mutual Fund - International Diversification Fund R6 | — | — | — | $15K | 0.1% | |
| Vanguard Mutual Fund - Small Cap Value Index Admiral | — | — | — | $7K | <0.1% | |
| Prudential Mutual Fund - Total Return Bond R6 | — | — | — | $2K | <0.1% |
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