Back to filter
Original filing (PDF)20251014133341NAL0001427411001
MIB GROUP HOLDINGS INC.
Form 5500
FILING_RECEIVED
MIB GROUP HOLDINGS INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
222
Plan assets (EOY)
$64.9M
Net assets (EOY)
$64.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
25 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 MIB GROUP HOLDINGS INC..
Plan sponsor
Name
MIB GROUP HOLDINGS INC.
EIN
86-3775868
Address
50 BRAINTREE HILL PARK SUITE 400 · BRAINTREE, MA · 02184
Phone
(781) 751-6348
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $56K | — |
Investments
19 direct securities · 7 pooled funds· $43.8M(68% 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
$30.1M
19 holdings
Pooled Separate Account
$10.8M
6 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $5.1M | 7.9% | |
| Large Cap Growth Fund II " | — | — | — | $4.9M | 7.6% | |
| LG CAP GRW II (MGD BY ALLIANCEBERNS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $4.9M | 7.6% | |
| American Funds Washington Mutual Fund Class R-6 " | — | — | — | $4.2M | 6.5% | |
| STATE STREET NASDAQ-100 INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $2.9M | 4.4% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 " | — | — | — | $2.3M | 3.6% | |
| EAGLE MID CAP GROWTH FUND (ISPLATFO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $2.2M | 3.3% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 " | — | — | — | $1.9M | 3.0% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.9M | 2.9% | |
| MFS International Diversification Fund Class R6 " | — | — | — | $1.9M | 2.9% | |
| MassMutual US Government Money Market Fund " ** 167 * Capital Group Europacific Growth SA Pooled separate account | — | — | — | $1.7M | 2.6% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 " | — | — | — | $1.6M | 2.5% | |
| MFS MID CAP VALUE FUND (ISPLATFORM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 858 | Pooled Separate Account | — | — | $1.4M | 2.2% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 " | — | — | — | $1.2M | 1.9% | |
| Vanguard Mid Cap Index Fund Admiral Shares " | — | — | — | $1.2M | 1.8% | |
| Principal SmCap S&P 600 Index Fund Class R6 " | — | — | — | $1.1M | 1.7% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 " | — | — | — | $782K | 1.2% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 " | — | — | — | $754K | 1.2% | |
| American Funds American Balanced Fund Class R-6 " | — | — | — | $749K | 1.2% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 " | — | — | — | $341K | 0.5% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $294K | 0.5% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 " | — | — | — | $230K | 0.4% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $107K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 " | — | — | — | $27K | <0.1% | |
| Allspring Income Plus Fund Institutional Class Mutual fund | — | — | — | $11K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 " | — | — | — | $7K | <0.1% |