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Original filing (PDF)20251014133129NAL0001424659002
BOARD OF TRUSTEES MEBA 401(K) PLAN
Form 5500
FILING_RECEIVED
MEBA 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,904
Accounts w/ balance
1,932
Plan assets (EOY)
$330.9M
Net assets (EOY)
$330.8M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES MEBA 401(K) PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES MEBA 401(K) PLAN
EIN
51-6029896
Address
1007 EASTERN AVENUE · BALTIMORE, MD · 212024345
Phone
(410) 547-9111
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEBA MEDICAL AND BENEFITS PLAN | 13-5590515 | — | RELATED EMP. BEN. PLAN | $145K | — |
| FIDELITY INVSMTS INST OPER CO LLC | 04-2647786 | — | — | $83K | — |
| NEPC LLC | 26-1429809 | — | — | $64K | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | — | $53K | — |
| M&T BANK | 16-0538020 | — | — | $17K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | — | — | $14K | — |
| COMPUTER SERVICES UNLIMITED, INC. | 51-0665250 | — | — | $9K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | — | — | $8K | — |
Investments
26 direct securities· $329.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Inst | — | — | — | $66.3M | 20.0% | |
| Fidelity Investments Fidelity Contrafund K6 | — | — | — | $59.7M | 18.0% | |
| American Funds American Fnds Growth Fd of America R6 | — | — | — | $58.9M | 17.8% | |
| Various Participant-directed brokerage accounts | — | — | — | $16.2M | 4.9% | |
| Dodge & Cox Dodge & Cox Stock | — | — | — | $12.7M | 3.8% | |
| Fidelity Investments Fidelity Government Money Market K6 ** 40 * Fidelity Investments Fidelity Int'l Discovery K6 | — | — | — | $12.5M | 3.8% | |
| Vanguard Treasury Money Market | — | — | — | $11.8M | 3.6% | |
| Fidelity Investments Fidelity Freedom 2040 K6 | — | — | — | $11.4M | 3.5% | |
| Fidelity Investments Fidelity Extended Market Index | — | — | — | $8.1M | 2.5% | |
| Fidelity Investments Fidelity Freedom 2035 K6 | — | — | — | $8.0M | 2.4% | |
| Fidelity Investments Fidelity Total Bond K6 | — | — | — | $7.6M | 2.3% | |
| Fidelity Investments Fidelity Freedom 2050 K6 | — | — | — | $6.8M | 2.1% | |
| Fidelity Investments Fidelity Freedom 2025 K6 | — | — | — | $6.5M | 2.0% | |
| Fidelity Investments Fidelity Freedom 2030 K6 | — | — | — | $6.1M | 1.8% | |
| Notes receivable from participants Participant loans with interest rates at 4.25% - 9.5% | — | — | — | $5.6M | 1.7% | |
| Fidelity Investments Fidelity Freedom 2045 K6 | — | — | — | $5.1M | 1.5% | |
| Fidelity Investments Fidelity Government Income | — | — | — | $4.7M | 1.4% | |
| Fidelity Investments Fidelity Freedom 2055 K6 | — | — | — | $4.2M | 1.3% | |
| Fidelity Investments Fidelity Freedom 2060 K6 | — | — | — | $3.7M | 1.1% | |
| Fidelity Investments Fidelity Cohen & Steers Inst Realty | — | — | — | $3.5M | 1.0% | |
| Royce PA Mutual Inst | — | — | — | $3.3M | 1.0% | |
| Fidelity Investments Fidelity Freedom 2020 K6 | — | — | — | $2.9M | 0.9% | |
| Fidelity Investments Fidelity Freedom 2065 K6 | — | — | — | $1.5M | 0.4% | |
| Fidelity Investments Fidelity Freedom 2070 K6 ** 61 * Fidelity Investments Fidelity Freedom Income K6 | — | — | — | $1.3M | 0.4% | |
| Fidelity Investments Fidelity Freedom 2010 K6 | — | — | — | $404K | 0.1% | |
| Fidelity Investments Fidelity Freedom 2015 K6 | — | — | — | $319K | <0.1% |
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