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Original filing (PDF)20250811173145NAL0021273442001
MD2 INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
MD2 INTERNATIONAL, LLC RETIREMENT TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
167
Accounts w/ balance
200
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MD2 INTERNATIONAL, LLC.
Plan sponsor
Name
MD2 INTERNATIONAL, LLC
EIN
91-2060837
Address
10500 NE 8TH ST. · SUITE 1000 · BELLEVUE, WA · 98004
Phone
(425) 454-1950
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-11
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
3B · Covers self-employed individuals
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $104K | — |
| ASSUREDPARTNERS FINANCIAL SERVICES | 45-2712335 | — | NONE | $44K | — |
| M HOLDINGS SECURITIES, INC. | 91-1802259 | — | NONE | $27K | — |
| PARK + ELM INVESTMENT ADVISERS | 27-1332437 | — | NONE | $9K | — |
| HUNNEX AND SHOEMAKER, INC. | 91-1072394 | — | NONE | $2K | — |
Investments
60 direct securities· $31.9M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company | — | — | — | $7.4M | 21.9% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $2.6M | 7.6% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM Registered Investment Company | — | — | — | $2.3M | 6.8% | |
| PIONEER Y Registered Investment Company | — | — | — | $1.7M | 5.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Registered Investment Company | — | — | — | $1.6M | 4.7% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM Registered Investment Company | — | — | — | $1.6M | 4.6% | |
| VANGUARD GROWTH INDEX ADM Registered Investment Company | — | — | — | $1.5M | 4.4% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM Registered Investment Company | — | — | — | $1.5M | 4.3% | |
| Fully Benefit-Responsive Investment Contracts * TRANSAMERICA STABLE VALUE STRATEGY ACCOUNT Fully Benefit-Responsive Investment Contract | — | — | — | $1.3M | 3.8% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM Registered Investment Company | — | — | — | $816K | 2.4% | |
| FIDELITY FREEDOM INDEX INC INSTL PREM Registered Investment Company | — | — | — | $771K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADM Registered Investment Company | — | — | — | $744K | 2.2% | |
| VANGUARD INTERNATIONAL VALUE INV Registered Investment Company | — | — | — | $730K | 2.2% | |
| MFS MID CAP VALUE R6 Registered Investment Company | — | — | — | $510K | 1.5% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL Registered Investment Company | — | — | — | $482K | 1.4% | |
| WESTERN ASSET CORE BOND IS Registered Investment Company | — | — | — | $454K | 1.3% | |
| VANGUARD TOTAL STOCK MKT IDX ADM Registered Investment Company | — | — | — | $439K | 1.3% | |
| MACQUARIE MID CAP GROWTH I Registered Investment Company | — | — | — | $425K | 1.3% | |
| VICTORY HIGH YIELD Y Registered Investment Company | — | — | — | $395K | 1.2% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM Registered Investment Company | — | — | — | $383K | 1.1% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Registered Investment Company | — | — | — | $365K | 1.1% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM Registered Investment Company | — | — | — | $355K | 1.1% | |
| VANGUARD VALUE INDEX ADM Registered Investment Company | — | — | — | $328K | 1.0% | |
| T. ROWE PRICE CAPITAL APPRECIATION I Registered Investment Company | — | — | — | $323K | 1.0% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL Registered Investment Company | — | — | — | $317K | 0.9% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM Registered Investment Company | — | — | — | $311K | 0.9% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM Registered Investment Company | — | — | — | $276K | 0.8% | |
| Participant Loans Interest Rates at (4.25% ~ 9.50%) $0 | — | — | — | $247K | 0.7% | |
| JPMORGAN EQUITY INCOME R5 Registered Investment Company | — | — | — | $204K | 0.6% | |
| FIDELITY FREEDOM INDEX 2045 INSTL PREM Registered Investment Company | — | — | — | $173K | 0.5% | |
| NUVEEN REAL ESTATE SECURITIES R6 Registered Investment Company | — | — | — | $133K | 0.4% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL Registered Investment Company | — | — | — | $126K | 0.4% | |
| VANGUARD MID CAP INDEX ADM Registered Investment Company | — | — | — | $125K | 0.4% | |
| NUVEEN SMALL CAP SELECT I Registered Investment Company | — | — | — | $118K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Registered Investment Company | — | — | — | $94K | 0.3% | |
| VANGUARD INTERM-TERM BOND INDEX ADM Registered Investment Company | — | — | — | $92K | 0.3% | |
| AMERICAN FUNDS BOND FUND OF AMERICA R6 Registered Investment Company | — | — | — | $80K | 0.2% | |
| Interest-bearing Cash DVFD CASH RSRV Interest-bearing Cash | — | — | — | $79K | 0.2% | |
| FRANKLIN LOW DURATION US GOVT SECS ADV Registered Investment Company | — | — | — | $70K | 0.2% | |
| HARTFORD STRATEGIC INCOME R6 Registered Investment Company | — | — | — | $70K | 0.2% | |
| AMERICAN FUNDS CAPITAL WORLD G/I R6 Registered Investment Company | — | — | — | $65K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $53K | 0.2% | |
| GOLDMAN SACHS INTERNATIONAL EQ ESG I Registered Investment Company | — | — | — | $52K | 0.2% | |
| MFS INTERNATIONAL DIVERSIFICATION R6 Registered Investment Company | — | — | — | $51K | 0.1% | |
| FRANKLIN MUTUAL SMALL-MID CAP VALUE Registered Investment Company | — | — | — | $39K | 0.1% | |
| VANGUARD FTSE SOCIAL INDEX ADM Registered Investment Company | — | — | — | $27K | <0.1% | |
| FIDELITY FREEDOM INDEX 2020 INSTL PREM Registered Investment Company | — | — | — | $22K | <0.1% | |
| VANGUARD SHRT-TERM INFL-PROT SEC IDX ADM Registered Investment Company | — | — | — | $19K | <0.1% | |
| AMERICAN BEACON SHAPIRO SMID CAP EQ R5 Registered Investment Company ** 739 AMERICAN CENTURY GOVERNMENT BOND R5 Registered Investment Company | — | — | — | $15K | <0.1% | |
| VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL Registered Investment Company | — | — | — | $13K | <0.1% | |
| FIDELITY FREEDOM INDEX 2065 INSTL PREM Registered Investment Company | — | — | — | $13K | <0.1% | |
| VANGUARD TOTAL INTL BOND INDEX ADM Registered Investment Company | — | — | — | $13K | <0.1% | |
| CALVERT SMALL CAP I Registered Investment Company | — | — | — | $9K | <0.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Registered Investment Company | — | — | — | $9K | <0.1% | |
| GOLDMAN SACHS EMERGING MARKETS EQ A Registered Investment Company | — | — | — | $6K | <0.1% | |
| VANGUARD LONG TERM TREASURY INDEX ADM Registered Investment Company | — | — | — | $5K | <0.1% | |
| VIRTUS KAR INTERNATIONAL SMALL-MID CAP I Registered Investment Company | — | — | — | $4K | <0.1% | |
| CARILLON SCOUT MID CAP R-6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| FIDELITY INTERNATIONAL SMALL CAP Registered Investment Company | — | — | — | $1K | <0.1% | |
| DFA INTERNATIONAL VECTOR EQUITY I Registered Investment Company | — | — | — | $1K | <0.1% |
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