Back to filter
Original filing (PDF)20250916143342NAL0004495122001
MOLECULAR DESIGNS ACQUISITIONS, LLC
Form 5500
FILING_RECEIVED
MOLECULAR DESIGNS AND ASL 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
104
Accounts w/ balance
115
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds American Funds 2040 Trgt Date Retire R6" is 26% of plan.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOLECULAR DESIGNS ACQUISITIONS, LLC.
Plan sponsor
Name
MOLECULAR DESIGNS ACQUISITIONS, LLC
EIN
87-2773077
Address
2 PERIMETER PARK SOUTH SUITE 200 W · BIRMINGHAM, AL · 35243
Phone
(205) 440-1375
Industry
Health Care & Social Assistancesee 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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $13K | — |
Investments
25 direct securities· $5.2M(100% of reported assets)
Uncategorized
$5.0M
23 holdings
Mutual Funds
$148K
1 holding
Guaranteed Income / GIC
$46K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $1.3M | 25.8% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $876K | 16.9% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $420K | 8.1% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $340K | 6.5% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $335K | 6.5% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $279K | 5.4% | |
| Fidelity Investments Fidelity International Index | — | — | — | $267K | 5.2% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $215K | 4.1% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $212K | 4.1% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | — | — | — | $172K | 3.3% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $171K | 3.3% | |
| AB Large Cap Growth Z | Mutual Funds | — | — | $148K | 2.8% | |
| PUTNAM Large Cap Value R6 | — | — | — | $144K | 2.8% | |
| * Empower Ei Fixed Account - Series Class I | Guaranteed Income / GIC | — | — | $46K | 0.9% | |
| PIMCO Income Instl | — | — | — | $46K | 0.9% | |
| MFS Mid Cap Value R6 | — | — | — | $37K | 0.7% | |
| Fidelity Investments Fidelity Advisor Total Bond Z | — | — | — | $28K | 0.5% | |
| Blackrock Mid-Cap Growth Equity K | — | — | — | $26K | 0.5% | |
| American Funds American Funds new World R6 | — | — | — | $25K | 0.5% | |
| Clearbridge Small Cap Growth IS | — | — | — | $17K | 0.3% | |
| All Spring Allspring Special Small Cap Value R6 | — | — | — | $15K | 0.3% | |
| American Funds American Funds American Balanced R6 | — | — | — | $10K | 0.2% | |
| PIMCO Int Bond (Usd-Hedged) Inst | — | — | — | $9K | 0.2% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $7K | 0.1% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $5K | <0.1% |
Related plans
Other plans using MMA SECURITIES LLC
UNIVERSAL HEALTH SERVICES, INC.
UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN
$3.7B · 64,799 participants
CASE NEW HOLLAND INDUSTRIAL INC.
CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN
$2.3B · 9,601 participants
GLOBALFOUNDRIES U.S. INC.
GLOBALFOUNDRIES U.S. INC. 401(K) PLAN
$1.2B · 4,786 participants
VF CORPORATION
VF 401K SAVINGS PLAN
$1.1B · 14,211 participants
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
KNIGHT-SWIFT TRANSPORTATION HOLDINGS, INC. RETIREMENT PLAN
$1.0B · 31,022 participants
PACTIV EVERGREEN SERVICES INC.
EMPLOYEE SAVINGS PLAN
$1.0B · 8,977 participants
Similar-size Health Care & Social Assistance plans
GVS PUERTO RICO, LLC
GVS PUERTO RICO LLC RETIREMENT PLAN
$5.2M · 18 participants
LOMPOC VALLEY PEDIATRIC CARE CENTER, INC.
LOMPOC VALLEY PEDIATRIC CARE CENTER, INC. 401K PLAN
$5.2M · 8 participants
HCT LLC
HCT LLC 401(K) PROFIT SHARING PLAN & TRUST
$5.2M · 35 participants
PETERSON LABORATORY SERVICES, P.A.
PETERSON LABORATORY SERVICES, P.A. 401(K) PROFIT SHARING PLAN
$5.2M · 13 participants
CAPSIDA BIOTHERAPEUTICS, INC.
CAPSIDA BIOTHERAPEUTICS, INC. 401(K) PLAN
$5.3M · 116 participants
PALOS DIAGNOSTICS, S.C.
PALOS DIAGNOSTICS, S.C. CASH BALANCE PLAN AND TRUST
$5.1M · 3 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants