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Original filing (PDF)20251003080621NAL0000685859001
M1 SUPPORT SERVICES, L.P.
Form 5500
FILING_RECEIVED
M1 SUPPORT SERVICES, L.P. 401(K) PLAN
401(k) retirement plan
Active participants
5,220
Accounts w/ balance
5,619
Plan assets (EOY)
$171.6M
Net assets (EOY)
$171.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M1 SUPPORT SERVICES, L.P..
Plan sponsor
Name
M1 SUPPORT SERVICES, L.P.
EIN
20-0288988
Address
300 NORTH ELM STREET · SUITE 101 · DENTON, TX · 76201
Phone
(940) 323-1119
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BDO USA PC,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $249K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $30K | — |
Investments
33 direct securities · 2 pooled funds· $173.4M(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.
Uncategorized
$168.4M
32 holdings
Common Collective Trust
$4.8M
2 holdings
Mutual Funds
$196K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Target Retirement 2030 Fund | — | — | — | $24.1M | 14.1% | |
| Vanguard Inst Target Retirement 2035 Fund | — | — | — | $21.0M | 12.2% | |
| Fidelity Contrafund K6 | — | — | — | $14.2M | 8.3% | |
| Fidelity 500 Index Fund | — | — | — | $14.0M | 8.2% | |
| Vanguard Inst Target Retirement 2040 Fund | — | — | — | $13.7M | 8.0% | |
| Vanguard Inst Target Retirement 2025 Fund | — | — | — | $13.6M | 7.9% | |
| Vanguard Inst Target Retirement 2045 Fund | — | — | — | $13.3M | 7.8% | |
| Vanguard Inst Target Retirement 2050 Fund | — | — | — | $10.7M | 6.2% | |
| Vanguard Inst Target Retirement 2055 Fund | — | — | — | $7.4M | 4.3% | |
| Vanguard Inst Target Retirement 2060 Fund | — | — | — | $3.9M | 2.3% | |
| Vanguard Inst Target Retirement 2020 Fund | — | — | — | $3.8M | 2.2% | |
| Group Annuity Contracts Lincoln Financial Group Lincoln Fixed Account | — | — | — | $3.4M | 2.0% | |
| Fidelity Puritan Fund | — | — | — | $3.0M | 1.7% | |
| J H ENTERPRISE MS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.7% | |
| Vanguard Inst Target Retirement 2065 Fund | — | — | — | $2.5M | 1.5% | |
| American Funds Inflation Linked Bond Fund | — | — | — | $2.5M | 1.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.9M | 1.1% | |
| Putnum Large Cap Value Trust Class I Fund | — | — | — | $1.8M | 1.1% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.8M | 1.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.8M | 1.1% | |
| Fidelity International Index Fund | — | — | — | $1.7M | 1.0% | |
| Metwest Total Return Bond Fund | — | — | — | $1.6M | 0.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.5M | 0.8% | |
| Allspring Special Mid Cap Val | — | — | — | $1.2M | 0.7% | |
| Baron Small Cap Fund | — | — | — | $1.2M | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.2M | 0.7% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $999K | 0.6% | |
| Fidelity Diversified International Fund Mutual Fund K6 | — | — | — | $670K | 0.4% | |
| MainStay High Yield Corporate Bond Fund | — | — | — | $474K | 0.3% | |
| Delaware Small Cap Value Fund | — | — | — | $384K | 0.2% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $375K | 0.2% | |
| Vanguard Inst Target Retirement 2070 Fund | — | — | — | $311K | 0.2% | |
| AB Global Bond Fund | Mutual Funds | — | — | $196K | 0.1% | |
| American Funds Inflation Linked Bond Fund | — | — | — | $194K | 0.1% | |
| Invesco Developing Markets Fund Class Y | — | — | — | $58K | <0.1% |
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