Back to filter
Original filing (PDF)20250724073001NAL0004990785001
MAD ENGINE GLOBAL, LLC
Form 5500
FILING_RECEIVED
MAD ENGINE GLOBAL, LLC 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
540
Accounts w/ balance
536
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAD ENGINE GLOBAL, LLC.
Plan sponsor
Name
MAD ENGINE GLOBAL, LLC
EIN
85-4233921
Address
1017 GRANDVIEW AVENUE · GLENDALE, CA · 91201
Phone
(530) 879-2222
Industry
Wholesale Tradesee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $86K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARDY REED CAPITAL ADVISORS, LLC | 20-5400340 | — | INVESTMENT/FINANCIAL ADVI | $17K | — |
Investments
25 direct securities · 1 pooled fund· $28.9M(99% 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.
Registered Investment Companies
$28.4M
25 holdings
Common Collective Trust
$522K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $4.9M | 16.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $3.3M | 11.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $3.1M | 10.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 9.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 8.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 7.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 6.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 5.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.6M | 5.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $971K | 3.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $736K | 2.5% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $522K | 1.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $485K | 1.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $482K | 1.6% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $342K | 1.2% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $259K | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $241K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $215K | 0.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $204K | 0.7% | |
| FIDELITY ADV GOV INC Z | Registered Investment Companies | — | — | $188K | 0.6% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $159K | 0.5% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $101K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $73K | 0.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $62K | 0.2% | |
| DODGE & COX GLOBAL BOND I | Registered Investment Companies | — | — | $61K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | <0.1% |