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Original filing (PDF)20251013122044NAL0001203585001
NATIONAL MULTIPLE SCLEROSIS SOCIETY
Form 5500
FILING_RECEIVED
NATIONAL MS SOCIETY 401(K) PLAN
401(k) retirement plan
Active participants
701
Accounts w/ balance
1,241
Plan assets (EOY)
$94.6M
Net assets (EOY)
$94.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL MULTIPLE SCLEROSIS SOCIETY.
Plan sponsor
Name
NATIONAL MULTIPLE SCLEROSIS SOCIETY
EIN
13-5661935
Address
733 THIRD AVE 3RD FLOOR · NEW YORK, NY · 10017
Phone
(212) 986-3240
Industry
Educational 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $91K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $135K | — |
Investments
26 direct securities· $94.6M(100% of reported assets)
Uncategorized
$94.5M
25 holdings
Mutual Funds
$74K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index ADMIRAL | — | — | — | $12.3M | 13.0% | |
| American Funds Amrcn Fnds 2035 Trgt Dt Ret Fd | — | — | — | $8.8M | 9.3% | |
| American Funds Amrcn Fnds 2055 Trgt Dt Ret Fd | — | — | — | $7.3M | 7.7% | |
| American Funds Amrcn Fnds 2040 Trgt Dt Ret Fd | — | — | — | $6.7M | 7.1% | |
| Fully benefit-responsive investment * MassMutual Sagic Diversified Bond II | — | — | — | $6.6M | 7.0% | |
| American Funds Amrcn Fnds 2045 Trgt Dt Ret Fd | — | — | — | $6.6M | 7.0% | |
| AllianceBernstein AB Large Cap Growth Fund | — | — | — | $6.0M | 6.3% | |
| American Funds Amrcn Fnds 2030 Trgt Dt Ret Fd | — | — | — | $4.8M | 5.1% | |
| Vanguard TOTAL BOND MARKET INDEX ADMIRAL | — | — | — | $4.4M | 4.7% | |
| American Funds Amrcn Fnds 2050 Trgt Dt Ret Fd | — | — | — | $4.4M | 4.6% | |
| American Funds Amrcn Fnds 2015 Trgt Dt Ret Fd | — | — | — | $3.7M | 3.9% | |
| American Funds Amrcn Fnds 2025 Trgt Dt Ret Fd | — | — | — | $3.4M | 3.6% | |
| Vanguard SMALL CAP INDEX ADM | — | — | — | $2.6M | 2.7% | |
| Vanguard MID CAP INDEX FUND - ADMIRAL | — | — | — | $2.5M | 2.6% | |
| T. Rowe T. Rowe Price Value 1 | — | — | — | $2.3M | 2.4% | |
| Vanguard DEVELOPED MARKETS INDEX ADMIRAL | — | — | — | $1.9M | 2.0% | |
| Janus Henderson Enterprise Fd | — | — | — | $1.7M | 1.7% | |
| MFS Investment Management MFS MID CAP VALUE R6 | — | — | — | $1.6M | 1.7% | |
| MFS Investment Management MFS INTERNATIONAL GROWTH R6 | — | — | — | $1.4M | 1.5% | |
| PIMCO Funds PIMCO GLOBAL BOND OPPS (USD-HEDGED) INST | — | — | — | $1.2M | 1.3% | |
| Vanguard SMALL CAP VALUE INDEX ADMIRAL | — | — | — | $1.2M | 1.3% | |
| Loomis Sayles LOOMIS SAYLES INVESTMENT GRADE BOND N | — | — | — | $959K | 1.0% | |
| American Funds Amrcn Fnds 2020 Trgt Dt Ret Fd | — | — | — | $845K | 0.9% | |
| Vanguard INTERNATIONAL VALUE PORTFOLIO | — | — | — | $775K | 0.8% | |
| Participant loans Participant loans with interest rates ranging from 5.25% to 10.5% and maturities through 2034 0 | — | — | — | $687K | 0.7% | |
| s * MassMutual Premier Holding Account (U) ** 414 American Funds Amrcn Fnds 2010 Trgt Dt Ret Fd | Mutual Funds | — | — | $74K | <0.1% |
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