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Original filing (PDF)20251002092323NAL0000239217001
MDBS, INC. HOURLY
Form 5500
FILING_RECEIVED
MDBS HOURLY 401(K) PLAN
401(k) retirement plan
Signals · 2
~168 bps in Sched C feesNo recordkeeper disclosed
Active participants
851
Accounts w/ balance
1,121
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
12 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
- 168 bps in Schedule C fees — 223% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDBS, INC. HOURLY.
Plan sponsor
Name
MDBS, INC. HOURLY
EIN
95-4598949
Address
3600 THAYER COURT · SUITE 100 · AURORA, IL · 60504
Phone
(630) 851-9383
Industry
Accommodation & Food Servicessee 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
2025-10-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $137K | — |
| EXPERIENTIAL WEALTH, INC. | — | CABIN JOHN, MD | NONE | $10K | — |
Investments
12 direct securities · 1 pooled fund· $17.5M(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.
Pooled Separate Account
$8.8M
1 holding
Uncategorized
$8.8M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $8.8M | 100.0% | |
| PIMCO RealPath Blend 2030 Fund Pooled Separate Account | — | — | — | $1.4M | 16.2% | |
| PIMCO RealPath Blend Fund Pooled Separate Account | — | — | — | $1.3M | 14.9% | |
| PIMCO RealPath Blend 2060 Fund Pooled Separate Account | — | — | — | $1.1M | 12.1% | |
| PIMCO RealPath Blend 2050 Fund Pooled Separate Account | — | — | — | $866K | 9.9% | |
| PIMCO RealPath Blend 2025 Fund Pooled Separate Account | — | — | — | $845K | 9.6% | |
| PIMCO RealPath Blend 2055 Fund Pooled Separate Account | — | — | — | $819K | 9.4% | |
| PIMCO RealPath Blend 2040 Fund Pooled Separate Account | — | — | — | $779K | 8.9% | |
| PIMCO RealPath Blend 2035 Fund Pooled Separate Account | — | — | — | $623K | 7.1% | |
| PIMCO RealPath Blend 2045 Fund Pooled Separate Account | — | — | — | $593K | 6.8% | |
| Vanguard 500 Index Fund Admiral Pooled Separate Account | — | — | — | $327K | 3.7% | |
| MissionSquare Plus Fund Pooled Separate Account | — | — | — | $122K | 1.4% | |
| AllSpring Core Bond Fund Pooled Separate Account | — | — | — | $2K | <0.1% |
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