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Original filing (PDF)20251014130439NAL0001388307001
MANAGEPOINT
Form 5500
FILING_RECEIVED
MANAGEPOINT RETIREMENT PLAN
401(k) retirement plan
Signals · 2
~86 bps in Sched C feesNo recordkeeper disclosed
Active participants
691
Accounts w/ balance
492
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 86 bps in Schedule C fees — 196% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANAGEPOINT.
Plan sponsor
Name
MANAGEPOINT
EIN
20-8027370
Address
9119 OTIS AVENUE · INDIANAPOLIS, IN · 46216
Phone
(800) 554-5945
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KSDT CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT | 59-2749576 | — | INVESTMENT MANAGEMENT | $32K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $100K | — |
| MANAGEPOINT | 20-8027370 | — | PLAN ADMINISTRATOR | $27K | — |
Investments
40 direct securities· $18.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $4.6M | 24.7% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $2.5M | 13.4% | |
| Vanguard Federal Money Market Fund Investor Shares | — | — | — | $2.0M | 10.7% | |
| Fidelity Advisor Technology | — | — | — | $1.4M | 7.3% | |
| Vanguard Consumer Staples Index | — | — | — | $1.1M | 6.1% | |
| Fidelity 500 Index | — | — | — | $925K | 5.0% | |
| BlackRock iShares MSCI EAFE International Index Fund Class K | — | — | — | $831K | 4.5% | |
| T. Rowe Price T. Rowe Price New American Growth Fund | — | — | — | $446K | 2.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $427K | 2.3% | |
| BlackRock Health Sciences Ops I | — | — | — | $403K | 2.2% | |
| Vanguard VSVNX - Vanguard Target Retirement 2070 274 Vanguard VMRXX - Vanguard Money Mkt Reserve-Prime 0 Participant Loans 4.25% - 9.50% | — | — | — | $354K | 1.9% | |
| Notes receivable from participants Interest at 4.25% to 9.50% maturities through 2034 - | — | — | — | $354K | 1.9% | |
| Vanguard Utilities Index Admiral | — | — | — | $291K | 1.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $291K | 1.6% | |
| Pimco Total Return Inst | — | — | — | $266K | 1.4% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | — | — | — | $246K | 1.3% | |
| American Funds American Funds EuroPacific Growth Fund Class R6 | — | — | — | $216K | 1.2% | |
| Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $207K | 1.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $201K | 1.1% | |
| MFS Utilities A | — | — | — | $182K | 1.0% | |
| Vanguard Energy Admiral | — | — | — | $168K | 0.9% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $168K | 0.9% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $155K | 0.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $151K | 0.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $144K | 0.8% | |
| American Funds American Century Mid Cap Value Fund Investor Class | — | — | — | $128K | 0.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $127K | 0.7% | |
| Vanguard Mid Cap Growth | — | — | — | $76K | 0.4% | |
| Vanguard Equity Income Admiral | — | — | — | $56K | 0.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio Institutional Class | — | — | — | $55K | 0.3% | |
| Franklin/Templeton Franklin Gold And Precious Metals | — | — | — | $47K | 0.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $45K | 0.2% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $40K | 0.2% | |
| Vanguard Target Retirement Income Fund Investor Class | — | — | — | $39K | 0.2% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $39K | 0.2% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $38K | 0.2% | |
| Vanguard Short-Term Federal Fund Admiral Shares | — | — | — | $34K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $30K | 0.2% | |
| Putnam High Yield Fund Class Y | — | — | — | $18K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $9K | <0.1% |