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Original filing (PDF)20251010151746NAL0007932225001

M.C. DEAN, INC.

Form 5500
FILING_RECEIVED
M. C. DEAN, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
69% in single holdingNo recordkeeper disclosed
Active participants
5,870
Accounts w/ balance
7,412
Plan assets (EOY)
$475.1M
Net assets (EOY)
$475.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
  • Top holding "VFTC RET SAVINGS MASTER TRUST" is 69% of plan.
  • 18 bps in Schedule C fees — 83% above peer band of 10 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M.C. DEAN, INC..
Plan sponsor
Name
M.C. DEAN, INC.
EIN
54-0831614
Address
1765 GREENSBORO STATION PLACE · TYSON, VA · 22102
Phone
(571) 262-8263
Industry
Electrical Contractors· Constructionsee 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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$665K
VANGUARD ADVISORS, INC.23-2811930NONE$128K
COMMONWEALTH FINANCIAL NETWORK04-2675571NONE$75K

Investments

2 pooled funds· $10.4M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
VFTC RETIREMENT SAVINGS TRUST III
VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024
Common Collective Trust
$7.2M1.5%
MID CAP GROWTH FUND II; CL R1
GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001
Common Collective Trust
$3.3M0.7%

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