How big is Management Sciences for Health, Inc.'s plan?

Management Sciences for Health, Inc.'s plan reported $102.5M in assets and 266 participants for 2024.

Original filing (PDF)20251001105038NAL0012498001001

Management Sciences for Health, Inc.

Name: Management Sciences for Health, Inc. — MSH US Payrol, Form 5500 (2024)
Creator: Management Sciences for Health, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MSH US Payroll 401(k) Retirement Plan

401(k) retirement plan · Management Sciences for Health, Inc.'s MSH US Payroll 401(k) Retirement Plan held $102.5M in plan assets for 266 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

266

Accounts w/ balance

593

Plan assets (EOY)

$102.5M

Net assets (EOY)

$102.5M

People on this filing

Vilmari Garcia signed Management Sciences for Health, Inc.'s 2024 Form 5500 as plan administrator.

Vilmari Garcia — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Management Sciences for Health, Inc.'s EIN is 04-2482188.

EIN 04-2482188

Plan number 001

Plan year 2024

ACK ID 20251001105038NAL0012498001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Management Sciences for Health, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Management Sciences for Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MANAGEMENT SCIENCES FOR HEALTH, INC..

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 901K (12% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

MANAGEMENT SCIENCES FOR HEALTH, INC.

EIN

all filings

Address

4201 WILSON BLVD · SUITE 500 · ARLINGTON, VA · 22203

Phone

(617) 250-9500

Industry

Other Services (ex. Public Admin)

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

2025-10-01

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$76K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER BENEFIT SERVICES INC DBA

Investments

33 direct securities· $102.1M(100% of reported assets)

Mutual Funds

$87.5M

25 holdings

Common Collective Trusts

$7.1M

1 holding

Other securities

$6.9M

5 holdings

Self-Directed Brokerage

$623K

2 holdings

					% of plan
VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund Shares	Mutual Funds	—	—	$14.0M	13.6%
VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund Shares	Mutual Funds	—	—	$11.1M	10.8%
VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund Shares	Mutual Funds	—	—	$10.9M	10.6%
VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund Shares	Mutual Funds	—	—	$10.4M	10.1%
VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund Shares	Mutual Funds	—	—	$9.9M	9.7%
VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund Shares	Mutual Funds	—	—	$7.5M	7.3%
FIDELITY 500 INDEX Mutual Fund Shares	Common Collective Trusts	—	—	$7.1M	6.9%
VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund Shares	Mutual Funds	—	—	$6.6M	6.4%
SAGIC Diversified Bond II Fixed Annuities	Other securities	—	—	$5.9M	5.8%
VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund Shares	Mutual Funds	—	—	$2.9M	2.8%
VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund Shares	Mutual Funds	—	—	$2.0M	1.9%
FIDELITY US BOND INDEX Mutual Fund Shares	Mutual Funds	—	—	$1.9M	1.8%
FIDELITY INTERNATIONAL INDEX Mutual Fund Shares	Mutual Funds	—	—	$1.7M	1.7%
VANGUARD FTSE SOCIAL INDEX ADMIRAL Mutual Fund Shares	Mutual Funds	—	—	$1.5M	1.4%
AMERICAN FUNDS NEW WORLD R6 Mutual Fund Shares	Mutual Funds	—	—	$920K	0.9%
FIDELITY MID CAP INDEX Mutual Fund Shares	Mutual Funds	—	—	$839K	0.8%
PIMCO TOTAL RETURN INSTL Mutual Fund Shares	Mutual Funds	—	—	$753K	0.7%
VANGUARD EQUITY-INCOME ADM Mutual Fund Shares	Mutual Funds	—	—	$751K	0.7%
VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund Shares	Mutual Funds	—	—	$711K	0.7%
FIDELITY SMALL CAP INDEX Mutual Fund Shares	Mutual Funds	—	—	$652K	0.6%
PIMCO INCOME INSTL Mutual Fund Shares	Mutual Funds	—	—	$625K	0.6%
SCHWAB SDB Self Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$530K	0.5%
FIDELITY INFLATION PROTECTED BOND INDEX Mutual Fund Shares	Mutual Funds	—	—	$496K	0.5%
VANGUARD REAL ESTATE INDEX ADMIRAL Mutual Fund Shares	Mutual Funds	—	—	$447K	0.4%
VANGUARD TARGET RETIREMENT 2065 INV Mutual Fund Shares	Mutual Funds	—	—	$403K	0.4%
AMERICAN CENTURY MID CAP VALUE R6 Mutual Fund Shares	Other securities	—	—	$357K	0.3%
MFS MID CAP GROWTH R6 Mutual Fund Shares	Mutual Funds	—	—	$326K	0.3%
AB SMALL CAP GROWTH Z Mutual Fund Shares	Other securities	—	—	$325K	0.3%
AB LARGE CAP GROWTH Z Mutual Fund Shares	Other securities	—	—	$315K	0.3%
MFS NEW DISCOVERY VALUE R6 Mutual Fund Shares	Mutual Funds	—	—	$219K	0.2%
SCHWAB SDB ROTH Self Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$93K	<0.1%
INVESCO INTERNATIONAL SMALL-MID COMPY Mutual Fund Shares	Mutual Funds	—	—	$37K	<0.1%
MassMutual US Government Mny Mkt Fd Mutual Fund Shares	Other securities	—	—	$12K	<0.1%