Back to filter
Original filing (PDF)20250725144804NAL0003509635001
MDSI
Form 5500
FILING_RECEIVED
MDSI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
161
Accounts w/ balance
219
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
25 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
- 52 bps in Schedule C fees — 80% 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 MDSI.
Plan sponsor
Name
MDSI
EIN
58-1959336
Address
6225 SHILOH ROAD · ALPHARETTA, GA · 30005
Phone
(844) 401-2253
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FORUSALL INC.
EIN
84-4401225
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL ADVISORS | — | SAN CARLOS, CA | NONE | $35K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $34K | — |
Investments
25 direct securities· $13.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $2.2M | 16.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.5M | 11.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.4M | 10.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.1M | 8.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.1M | 8.5% | |
| Fidelity Total Market Index Fund Fidelity 0 | — | — | — | $1.1M | 8.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $687K | 5.2% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $627K | 4.7% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $541K | 4.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $460K | 3.5% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $403K | 3.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $362K | 2.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $315K | 2.4% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $253K | 1.9% | |
| Schwab Self-Direct Invest Fund V Schwab Self-Direct 0 | — | — | — | $252K | 1.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $215K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $212K | 1.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $156K | 1.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $102K | 0.8% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $47K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $42K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $34K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $7K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab Self-Direct 0 | — | — | — | $5K | <0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $2K | <0.1% |
Related plans
Other plans using FORUSALL ADVISORS
REMINGTON & VERNICK ENGINEERS II INC.
REMINGTON & VERNICK ENGINEERS II INC. 401(K) AND PROFIT SHARING PLAN
$85.4M · 517 participants
NORTHSTRAT, INC.
NORTHSTRAT, INC. 401(K) & PROFIT SHARING PLAN
$55.6M · 164 participants
COMPETITIVE POWER VENTURES INC
COMPETITIVE POWER VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST
$51.1M · 167 participants
STANDISH MANAGEMENT, LLC
STANDISH MANAGEMENT RETIREMENT PLAN
$42.9M · 672 participants
ALATION, INC.
ALATION, INC. RETIREMENT TRUST
$34.7M · 279 participants
TAWANI ENTERPRISES, INC.
TAWANI ENTERPRISES EMPLOYEES' PENSION PLAN
$20.7M · 168 participants
Similar-size Professional & Technical Services plans
LOGYX, LLC
LOGYX, LLC RETIREMENT TRUST
$13.2M · 13 participants
SURETY HR, INC.
SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN
$13.2M · 125 participants
TRANSPORTATION RESOURCE ASSOCIATES, INC.
TRANSPORTATION RESOURCE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$13.2M · 48 participants
LIFETIME PERSPECTIVES, INC.
LIFETIME PERSPECTIVES, INC. 401(K) PROFIT SHARING PLAN
$13.3M · 27 participants
CLEARWATER SECURITY & COMPLIANCE LLC
CLEARWATER 401(K) PLAN
$13.2M · 192 participants
USC CONSULTING GROUP LP
USC PROFIT SHARING/401(K) RETIREMENT PLAN
$13.2M · 48 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants