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Original filing (PDF)20250929105135NAL0004981555001
MUSCULOSKELETAL TRANSPLANT FOUNDATION
Form 5500
FILING_RECEIVED
MUSCULOSKELETAL TRANSPLANT FOUNDATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,326
Accounts w/ balance
1,624
Plan assets (EOY)
$239.6M
Net assets (EOY)
$239.6M
How this plan invests
This plan
21 pooled trusts
Schedule D
31 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
- 18 bps in Schedule C fees — 84% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUSCULOSKELETAL TRANSPLANT FOUNDATION.
Plan sponsor
Name
MUSCULOSKELETAL TRANSPLANT FOUNDATION
EIN
22-2803458
Address
125 MAY ST STE 300 · EDISON, NJ · 088373264
Phone
(732) 661-0202
Industry
Manufacturingsee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISORY | $80K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $333K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | — | MINNEAPOLIS, MN | ACCOUNTANT | $28K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $0 | — |
Investments
12 direct securities · 21 pooled funds· $239.6M(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.
Common Collective Trust
$130.0M
14 holdings
Uncategorized
$70.7M
12 holdings
Pooled Separate Account
$39.0M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $30.1M | 12.6% | |
| Ishares S&P 500 Index K Fund Registered Investment Company | — | — | — | $26.8M | 11.2% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $25.8M | 10.8% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $19.4M | 8.1% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $18.2M | 7.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $18.0M | 7.5% | |
| Principal Fixed Income Guaranteed Option Insurance Company General | — | — | — | $14.4M | 6.0% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $10.5M | 4.4% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $6.7M | 2.8% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $6.4M | 2.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $6.3M | 2.6% | |
| MFS Value R6 Fund Registered Investment Company | — | — | — | $5.5M | 2.3% | |
| American Century Heritage R6 Fund Registered Investment Company | — | — | — | $5.4M | 2.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $5.4M | 2.3% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $5.4M | 2.3% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.2M | 2.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $4.5M | 1.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $3.6M | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.6M | 1.5% | |
| Franklin Rising Dividends R6 Fund Registered Investment Company | — | — | — | $3.4M | 1.4% | |
| American Century Small Cap Growth Fund R6 Registered Investment Company | — | — | — | $2.9M | 1.2% | |
| Loomis Sayles Strategic Income N Fund Registered Investment Company | — | — | — | $2.7M | 1.1% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value American Century Small Cap Value R6 Fund Registered Investment Company | — | — | — | $2.4M | 1.0% | |
| American Funds EuroPacific Growth R6 Fund Registered Investment Company | — | — | — | $2.3M | 1.0% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.2M | 0.5% | |
| Oppenheimer Developing Markets Institutional Fund Registered Investment Company | — | — | — | $989K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $890K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $102K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $94K | <0.1% | |
| (E) | — | — | — | $94K | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |