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Original filing (PDF)20251010135137NAL0004308371001
MINDRAY DS USA, INC.
Form 5500
FILING_RECEIVED
MINDRAY DS USA, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
686
Accounts w/ balance
932
Plan assets (EOY)
$163.9M
Net assets (EOY)
$163.9M
How this plan invests
This plan
27 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
- 17 bps in Schedule C fees — 65% 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 MINDRAY DS USA, INC..
Plan sponsor
Name
MINDRAY DS USA, INC.
EIN
80-0164497
Address
800 MACARTHUR BLVD · MAHWAH, NJ · 07430
Phone
(201) 995-8172
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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $193K | — |
| USB FINANCIAL SERVICES, INC. | — | NASHVILLE, TN | RETAINED BY CLIENT | $59K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | RETAINED BY CLIENT | $19K | — |
Investments
27 direct securities· $163.9M(100% of reported assets)
Uncategorized
$162.9M
26 holdings
Mutual Funds
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group, Inc. Vanguard Institutional Index Fund | — | — | — | $32.4M | 19.8% | |
| JPMorgan Trust I JP Morgan Large Growth R6 | — | — | — | $22.6M | 13.8% | |
| American Balanced Fund Inc American Funds American Balanced Fund Class R-6 | — | — | — | $15.4M | 9.4% | |
| General Unallocated Account * New York Life Insurance Company New York Life Guaranteed Interest Account | — | — | — | $12.0M | 7.3% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2030 Fund | — | — | — | $11.3M | 6.9% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund | — | — | — | $11.3M | 6.9% | |
| Washington Mutual Investors Fund Inc American Funds Washington Mutual Investors Fund Class R-6 | — | — | — | $9.8M | 6.0% | |
| MassMutual Life Insurance Company MassMutual Sm Cap Opptys I | — | — | — | $6.0M | 3.7% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2050 Fund | — | — | — | $5.0M | 3.0% | |
| Vanguard Group, Inc. Vanguard Mid-Cap Growth Index Fund | — | — | — | $4.9M | 3.0% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund | — | — | — | $4.8M | 3.0% | |
| Vanguard Group, Inc. Vanguard Total Bond Index Inst | — | — | — | $4.6M | 2.8% | |
| John Hancock Funds John Hancock Funds Disciplined Value Mid Cap Fund | — | — | — | $4.5M | 2.7% | |
| MFS SERIES TRUST X MFS International Intrinsic Value Fund Class R6 | — | — | — | $2.8M | 1.7% | |
| Vanguard Group, Inc. Vanguard Total Int Idx Adm | — | — | — | $2.7M | 1.7% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2055 Fund | — | — | — | $1.9M | 1.1% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund | — | — | — | $1.8M | 1.1% | |
| AIM Investment Funds Invesco Developing Markets Fund Class R6 | — | — | — | $1.5M | 0.9% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund | — | — | — | $1.4M | 0.9% | |
| Participant Loans Various maturity dates through November 2039 Interest rates from 4.25% to 9.50% | — | — | — | $1.4M | 0.8% | |
| Vanguard Group, Inc. Vanguard Target Retirement Income Fund | — | — | — | $1.2M | 0.7% | |
| Pacific Investment Management Company LLC PIMCO Funds Real Return Fund Institutional Class | — | — | — | $1.2M | 0.7% | |
| Loomis, Sayles & Company, L.P. Loomis Sayles Core Plus Bond Fund | Mutual Funds | — | — | $1.0M | 0.6% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2045 Fund | — | — | — | $948K | 0.6% | |
| Cohen & Steers Realty Income Funds Inc Cohen & Steers Real Estate Securities Fund, Inc. Class Z | — | — | — | $680K | 0.4% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2025 Fund | — | — | — | $601K | 0.4% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2065 Fund | — | — | — | $247K | 0.2% |