Original filing (PDF)20250616132630NAL0002324018001

MDB & ASSOCIATES, PLLC

Name: MDB & ASSOCIATES, PLLC — MDB & ASSOCIATES, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: MDB & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

MDB & ASSOCIATES, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$988K

Net assets (EOY)

$988K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDB & ASSOCIATES, PLLC.

Plan sponsor

Name

MDB & ASSOCIATES, PLLC

EIN

81-2409119

Address

7115 ORCHARD LAKE ROAD · SUITE 430 · WEST BLOOMFIELD, MI · 48322

Phone

(248) 613-8931

Industry

Professional & Technical Servicessee 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

2025-06-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

THIEMAN FINANCIAL GROUP, INC.

THIEMAN FINANCIAL GROUP 401(K) PLAN

$986K · 30 participants

CRAIG'S TAX SERVICE, INC.

CRAIG'S TAX SERVICE 401(K) PLAN

$990K · 10 participants

HAIM HOVAV, INC.

HOVAV TAX & ACCOUNTING 401(K) PLAN

$991K · 5 participants

STENSON TAMADDON, LLC

STENSON TAMADDON 401(K) & PROFIT SHARING PLAN

$991K · 43 participants

MORRE & COMPANY, LLP

MORRE & COMPANY RETIREMENT PLAN

$992K · 10 participants