PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MBI DIRECT MAIL + DIGITAL, INC.
Sponsor portfolio

MBI DIRECT MAIL + DIGITAL, INC.

EIN 59-2944301-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$19.8M assets
Welfare
0
Participants
147
710 W. NEW HAMPSHIRE BLVD - DELAND, FL 32720800-355-6780directmail-mbi.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#003ESOP-$19.5M - 81 part#004401k-$288K - 66 part

Retirement portfolio analytics

2 plans aggregated / $19.8M assets / 147 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PLAN AND TRUST (#003)99%
  • INC. 401K PLAN (#004)1%
Total $19.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)81
  • INC. 401K PLAN (#004)66
Total 147Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MBI DIRECT MAIL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$19.5M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MBI DIRECT MAIL + DIGITAL, INC. 401K PLAN

401k

Assets$288K
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MBI DIRECT MAIL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$19.5M812024
004MBI DIRECT MAIL + DIGITAL, INC. 401K PLAN401k$288K662025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica