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Original filing (PDF)20251014104153NAL0005456626001
MPD, INC.
Form 5500
FILING_RECEIVED
MPD, INC. EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 2
34% in single holding~101 bps in Sched C fees
Active participants
28
Accounts w/ balance
0
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
83
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "sPRINCIPAL U.S. PROPERTY SA-Z" is 34% of plan.
- 101 bps in Schedule C fees — 248% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MPD, INC..
Plan sponsor
Name
MPD, INC.
EIN
61-1108817
Address
316 E 9TH ST · OWENSBORO, KY · 423033511
Phone
(270) 685-6428
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS, LLC | 42-1479618 | — | INVESTMENT ADVISORY | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $110K | — |
Investments
8 direct securities · 9 pooled funds· $23.3M(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.
Pooled Separate Accounts
$11.6M
8 holdings
Pooled Separate Account
$11.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| sPRINCIPAL U.S. PROPERTY SA-Z | Pooled Separate Accounts | — | $2.6M | $3.9M | 33.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.9M | 33.0% | |
| sPRIN SMCAP S&P 600 INDEX SA-Z | Pooled Separate Accounts | — | $2.9M | $2.8M | 23.6% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $2.8M | 23.6% | |
| sPRINCIPAL OVERSEAS SEP ACCT-Z | Pooled Separate Accounts | — | $2.1M | $1.8M | 15.5% | |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | — | $1.8M | 15.5% | |
| sPRIN MIDCAP S&P 400 IDX SA-Z | Pooled Separate Accounts | — | $1.3M | $1.3M | 11.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.3M | 11.2% | |
| sPRIN LGCP S&P 500 INDEX SA-Z | Pooled Separate Accounts | — | $642K | $966K | 8.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $966K | 8.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $475K | 4.0% | |
| sPRIN LDI LONG DURATION SA-Z | Pooled Separate Accounts | — | $372K | $475K | 4.0% | |
| sPRIN LDI INTRM DUR SEP ACCT-Z | Pooled Separate Accounts | — | $70K | $227K | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $227K | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $90K | 0.8% | |
| sPRIN DIVERSIFIED INTL SA-Z | Pooled Separate Accounts | — | $170K | $90K | 0.8% | |
| PRIN ORG EMG MKTS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178 | Pooled Separate Account | — | — | $0 | <0.1% |
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