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Original filing (PDF)20251014150330NAL0001583651001
MITEL (DELAWARE), INC.
Form 5500
FILING_RECEIVED
MITEL 401(K) PLAN
401(k) retirement plan
Active participants
448
Accounts w/ balance
1,480
Plan assets (EOY)
$227.8M
Net assets (EOY)
$227.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITEL (DELAWARE), INC..
Plan sponsor
Name
MITEL (DELAWARE), INC.
EIN
86-0220994
Address
1146 N ALMA SCHOOL RD · MESA, AZ · 85201
Phone
(469) 610-3985
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
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
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MANSPERGER,PATTERSON,& MCMULLIN,PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $86K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $74K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $69K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN, P | 86-0751928 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
31 direct securities · 1 pooled fund· $227.8M(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.
Uncategorized
$221.9M
31 holdings
Common Collective Trust
$5.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 20 State Street Investment Management STATE ST TR 2030 K | — | — | — | $33.0M | 14.5% | |
| 21 State Street Investment Management STATE ST TR 2035 K | — | — | — | $28.3M | 12.4% | |
| 19 State Street Investment Management STATE ST TR 2025 K | — | — | — | $24.4M | 10.7% | |
| 28 *Fidelity Investments FID 500 INDEX | — | — | — | $22.8M | 10.0% | |
| 22 State Street Investment Management STATE ST TR 2040 K | — | — | — | $20.7M | 9.1% | |
| 23 State Street Investment Management STATE ST TR 2045 K | — | — | — | $11.4M | 5.0% | |
| 5 T Rowe Price TRP GROWTH STOCK I | — | — | — | $10.5M | 4.6% | |
| 18 State Street Investment Management STATE ST TR 2020 K | — | — | — | $9.1M | 4.0% | |
| 31 *Fidelity Investments VARIOUS | — | — | — | $6.2M | 2.7% | |
| 24 State Street Investment Management STATE ST TR 2050 K | — | — | — | $6.0M | 2.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.9M | 2.6% | |
| 25 State Street Investment Management STATE ST TR 2055 K | — | — | — | $5.8M | 2.5% | |
| 2 Dodge & Cox DODGE & COX INCOME I | — | — | — | $5.1M | 2.2% | |
| 12 Vanguard Investments VANG MIDCAP IDX ADM | — | — | — | $4.3M | 1.9% | |
| 6 T Rowe Price TRP MID CAP GROWTH I | — | — | — | $4.2M | 1.8% | |
| 29 Vanguard Investments VANG CR FED MM ADM | — | — | — | $3.6M | 1.6% | |
| 17 State Street Investment Management STATE ST TR INC K | — | — | — | $3.6M | 1.6% | |
| 1 Pimco INCOME INST | — | — | — | $3.6M | 1.6% | |
| 7 Dimensional Fund Advisors DFA US TARGET VAL I | — | — | — | $3.2M | 1.4% | |
| 11 Vanguard Investments VANG INTL GROWTH ADM | — | — | — | $3.0M | 1.3% | |
| 4 Dimensional Fund Advisors DFA US SMALL CAP I | — | — | — | $2.3M | 1.0% | |
| 8 Dimensional Fund Advisors DFA INTL VALUE I | — | — | — | $1.9M | 0.8% | |
| PARTICIPANT LOANS Interest Rates between 4.25% and 9.50% | — | — | — | $1.7M | 0.8% | |
| 14 Dimensional Fund Advisors DFA EMERGING MKTS I | — | — | — | $1.6M | 0.7% | |
| 3 Vanguard Investments VANG SELECTED VALUE | — | — | — | $1.2M | 0.5% | |
| 13 Vanguard Investments VANG ST INF PS IDX A | — | — | — | $1.2M | 0.5% | |
| 16 Dimensional Fund Advisors DFA LARGE CAP INTL I | — | — | — | $1.1M | 0.5% | |
| 26 State Street Investment Management STATE ST TR 2060 K | — | — | — | $769K | 0.3% | |
| 10 Innealta Capital ACCLIVITY SM CP VL I | — | — | — | $598K | 0.3% | |
| 27 Dimensional Fund Advisors DFA REAL EST SEC I | — | — | — | $467K | 0.2% | |
| 15 Dimensional Fund Advisors DFA INTL SMALL CO I | — | — | — | $187K | <0.1% | |
| 9 State Street Investment Management STATE ST TR 2065 K | — | — | — | $111K | <0.1% |
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