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Original filing (PDF)20251004102309NAL0003388560001
MEARS DESTINATION SERVICES, INC
Form 5500
FILING_RECEIVED
MEARS DESTINATION SERVICES, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
566
Accounts w/ balance
533
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEARS DESTINATION SERVICES, INC.
Plan sponsor
Name
MEARS DESTINATION SERVICES, INC
EIN
59-2260852
Address
324 WEST GORE STREET · ORLANDO, FL · 32806
Phone
(407) 254-0524
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
2025-10-04
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
WITHUM, SMITH & BROWN,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER INSTITUTIONAL LLC | — | ORLANDO, FL | INVESTMENT ADVISOR | $18K | — |
Investments
33 direct securities · 1 pooled fund· $24.5M(100% 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.
Uncategorized
$23.7M
33 holdings
Common Collective Trust
$837K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group 500 Index Admiral Fund - | — | — | — | $3.8M | 15.4% | |
| JP Morgan Funds Large Cap Growth R6 Fund - | — | — | — | $2.7M | 11.0% | |
| MFS Investment Management Massachusetts Investors Trust R6 Fund - | — | — | — | $2.0M | 8.0% | |
| Vanguard Group Small Cap Value Index Admiral Fund - | — | — | — | $1.7M | 6.8% | |
| Vanguard Group Target Retirement 2040 Inv Fund - | — | — | — | $1.2M | 5.0% | |
| T. Rowe Price Funds Retirement 2010 Fund - | — | — | — | $1.1M | 4.5% | |
| T. Rowe Price Funds Mid-Cap Growth I Fund - | — | — | — | $1.0M | 4.2% | |
| T. Rowe Price Funds Retirement 2030 Fund - | — | — | — | $1.0M | 4.1% | |
| Vanguard Group Target Retirement 2030 Inv Fund - | — | — | — | $962K | 3.9% | |
| Vanguard Group Developed Markets Index Admiral Fund - | — | — | — | $950K | 3.9% | |
| T. Rowe Price Funds Retirement 2035 Fund - 731 T. Rowe Price Funds Retirement 2040 Fund - | — | — | — | $907K | 3.7% | |
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $837K | 3.4% | |
| Vanguard Group Small Cap Index Admiral Fund - | — | — | — | $762K | 3.1% | |
| Vanguard Group Mid-Cap Index Admiral Fund - | — | — | — | $676K | 2.8% | |
| Western Asset Core Plus Bond IS Fund - | — | — | — | $651K | 2.7% | |
| Vanguard Group Target Retirement 2050 Inv Fund - | — | — | — | $604K | 2.5% | |
| Notes receivable * from participants 4.25% – 9.50%, maturity 2025 to 2034 - | — | — | — | $599K | 2.4% | |
| Vanguard Group Target Retirement 2035 Inv Fund - | — | — | — | $532K | 2.2% | |
| T. Rowe Price Funds Retirement 2020 Fund - | — | — | — | $487K | 2.0% | |
| BlackRock Equity Dividend K Fund - | — | — | — | $352K | 1.4% | |
| The American Funds American Balanced R6 Fund - | — | — | — | $335K | 1.4% | |
| Vanguard Group Target Retirement 2020 Inv Fund - | — | — | — | $171K | 0.7% | |
| Allspring Special Mid Cap Value R6 - | — | — | — | $158K | 0.6% | |
| MFS Investment Management International Diversification R6 Fund - | — | — | — | $138K | 0.6% | |
| Vanguard Group Target Retirement 2060 Inv Fund - | — | — | — | $137K | 0.6% | |
| T. Rowe Price Funds Retirement 2025 Fund - | — | — | — | $132K | 0.5% | |
| Vanguard Group Target Retirement 2025 Inv Fund - | — | — | — | $127K | 0.5% | |
| Putnam Global Income Trust R6 Fund - | — | — | — | $123K | 0.5% | |
| Vanguard Group Mid-Cap Value Index Admiral Fund - | — | — | — | $112K | 0.5% | |
| Vanguard Group Target Retirement 2045 Inv Fund - | — | — | — | $106K | 0.4% | |
| T. Rowe Price Funds Retirement 2050 Fund - | — | — | — | $100K | 0.4% | |
| Vanguard Group Target Retirement 2055 Inv Fund - | — | — | — | $79K | 0.3% | |
| Vanguard Group Target Retirement Income Inv Fund - | — | — | — | $18K | <0.1% | |
| Fidelity Inflation Protected Bond Index - | — | — | — | $2K | <0.1% |