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Original filing (PDF)20250930152215NAL0019605874001
M9 SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
M9 SOLUTIONS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
91
Accounts w/ balance
150
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Schwab S&P 500 Index Fund Schwab 0" is 34% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M9 SOLUTIONS, LLC.
Plan sponsor
Name
M9 SOLUTIONS, LLC
EIN
20-8545552
Address
3000 LAWRENCE ST · DENVER, CO · 80205
Phone
(844) 401-2253
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
FORUSALL INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL ADVISORS | — | SAN CARLOS, CA | NONE | $29K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $8K | — |
Investments
25 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Schwab 0 | — | — | — | $3.1M | 33.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $624K | 6.8% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $581K | 6.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $578K | 6.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $568K | 6.2% | |
| Fidelity Total Market Index Fund Fidelity 0 | — | — | — | $538K | 5.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $488K | 5.3% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $406K | 4.4% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $379K | 4.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $310K | 3.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $250K | 2.7% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $250K | 2.7% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $209K | 2.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $167K | 1.8% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $119K | 1.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $111K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $103K | 1.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $92K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $90K | 1.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $89K | 1.0% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $64K | 0.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $54K | 0.6% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $11K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $5K | <0.1% |
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