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Original filing (PDF)20251008060221NAL0008900032001
MONDRIAN INVESTMENT GROUP US, INC.
Form 5500
FILING_RECEIVED
MONDRIAN GLOBAL ALL COUNTRIES WORLD EQUITY FUND, L.P.
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$219.4M
Net assets (EOY)
$198.7M
Plan health score (directional)
94
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONDRIAN INVESTMENT GROUP US, INC..
Plan sponsor
Name
MONDRIAN INVESTMENT GROUP US, INC.
EIN
82-1946228
Address
1100 N. MARKET STREET, 4TH FLOOR · SUITE 4001 · WILMINGTON, DE · 19890
Phone
(302) 428-3839
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
015
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $71K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $40K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $40K | — |
| WINSTON & STRAWN LLP | 36-1975990 | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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