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Original filing (PDF)20251009121340NAL0010914112001
MANNING GROSS + MASSENBURG LLP
Form 5500
FILING_RECEIVED
MANNING GROSS + MASSENBURG LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
463
Accounts w/ balance
665
Plan assets (EOY)
$59.3M
Net assets (EOY)
$59.3M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANNING GROSS + MASSENBURG LLP.
Plan sponsor
Name
MANNING GROSS + MASSENBURG LLP
EIN
04-3339733
Address
125 HIGH STREET · BOSTON, MA · 02110
Phone
(617) 670-8800
Industry
Law Offices· Professional & Technical 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
2025-10-09
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
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)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MARZARS | 44-0160260 | — | SERVICE PROVIDER | $18K | — |
Investments
40 direct securities · 1 pooled fund· $112.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$56.5M
40 holdings
Pooled Separate Account
$56.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNU · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $56.3M | 95.1% | |
| Voya Retirement Insurance & Annuity Company American Funds Growth Fund of America R6 | — | — | — | $5.0M | 8.4% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2040 Fd Inv | — | — | — | $4.7M | 7.8% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2050 Fd Inv | — | — | — | $4.2M | 7.1% | |
| Voya Retirement Insurance & Annuity Company Vanguard LifeStrat Cnsrv Grw Fd Inv ** 28 * Voya Retirement Insurance & Annuity Company Vanguard 500 Index Fund-Adm | — | — | — | $4.1M | 6.9% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2035 Fd Inv | — | — | — | $4.0M | 6.7% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2030 Fd Inv | — | — | — | $3.6M | 6.1% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2025 Fd Inv | — | — | — | $3.6M | 6.1% | |
| Voya Retirement Insurance & Annuity Company American Funds Wash Mutual R6 | — | — | — | $3.0M | 5.1% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2045 Fd Inv | — | — | — | $3.0M | 5.0% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2055 Fd Inv | — | — | — | $2.3M | 3.9% | |
| Voya Retirement Insurance & Annuity Company ClrBrg SmCp Growth Fund IS | — | — | — | $1.8M | 3.1% | |
| Voya Retirement Insurance & Annuity Company American Funds Am Balanced R6 | — | — | — | $1.8M | 3.0% | |
| Voya Retirement Insurance & Annuity Company American Funds Europacific R6 | — | — | — | $1.3M | 2.2% | |
| Voya Retirement Insurance & Annuity Company Vanguard Total Int Stock In F Adm | — | — | — | $1.3M | 2.1% | |
| Voya Retirement Insurance & Annuity Company Pioneer Bond Fund | — | — | — | $1.2M | 2.0% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2060 Fd Inv | — | — | — | $1.1M | 1.9% | |
| Voya Retirement Insurance & Annuity Company Vanguard LifeStrat Growth Fund Inv | — | — | — | $1.0M | 1.8% | |
| Voya Retirement Insurance & Annuity Company Vanguard Mid Cap Index Fund Adm | — | — | — | $875K | 1.5% | |
| Voya Retirement Insurance & Annuity Company Vanguard LifeStrat Mod Growth Fd Inc | — | — | — | $706K | 1.2% | |
| Investment Contract Voya Fixed Account | — | — | — | $692K | 1.2% | |
| Voya Retirement Insurance & Annuity Company Vanguard Balanced Index Fund Adm | — | — | — | $638K | 1.1% | |
| Voya Retirement Insurance & Annuity Company Vanguard Small-Cap Index Fd Adm | — | — | — | $636K | 1.1% | |
| Notes receivable from participants May 2053 - | — | — | — | $627K | 1.1% | |
| Voya Retirement Insurance & Annuity Company Vanguard Total Stock Mkt Indx Fd Adm | — | — | — | $618K | 1.0% | |
| Voya Retirement Insurance & Annuity Company American Century Mid Cap Value Fund R6 | — | — | — | $561K | 0.9% | |
| Voya Retirement Insurance & Annuity Company DFA Interm Govt Fix Inc Pt Ins | — | — | — | $510K | 0.9% | |
| Voya Retirement Insurance & Annuity Company DFA US Targeted VI Port Ins | — | — | — | $480K | 0.8% | |
| Voya Retirement Insurance & Annuity Company PGIM Short-Term Corp Bond F R6 | — | — | — | $425K | 0.7% | |
| Voya Retirement Insurance & Annuity Company Vanguard Total Bond Market Ind Fd Adm | — | — | — | $354K | 0.6% | |
| Voya Retirement Insurance & Annuity Company DFA S-Tm Extend Quality Pt Ins | — | — | — | $336K | 0.6% | |
| Voya Retirement Insurance & Annuity Company DFA Emerging Markets Port Ins | — | — | — | $322K | 0.5% | |
| Voya Retirement Insurance & Annuity Company Vanguard Em Mkts Stock Ind Fd Adm | — | — | — | $320K | 0.5% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2020 Fd Inv | — | — | — | $291K | 0.5% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire Inc. Fd Inv. | — | — | — | $258K | 0.4% | |
| Voya Retirement Insurance & Annuity Company American Funds Capital Income Builder R6 | — | — | — | $257K | 0.4% | |
| Voya Retirement Insurance & Annuity Company DFA Global Real Estate Securities Portfolio | — | — | — | $225K | 0.4% | |
| Voya Retirement Insurance & Annuity Company JPMorgan Equity Income Fund R6 | — | — | — | $219K | 0.4% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retire 2065 Fd Inv | — | — | — | $141K | 0.2% | |
| Voya Retirement Insurance & Annuity Company American Beacon Intl Equity Fund | — | — | — | $66K | 0.1% | |
| Voya Retirement Insurance & Annuity Company Vanguard LifeStrat Inc Fd Inv | — | — | — | $49K | <0.1% |