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Original filing (PDF)20251015043827NAL0004107425001
MANAGED STAFFING, INC.
Form 5500
FILING_RECEIVED
MANAGED STAFFING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
29% in single holding~114 bps in Sched C feesNo recordkeeper disclosed
Active participants
309
Accounts w/ balance
89
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "T.Rowe Price Balanced I Pooled Separate Account n/a" is 29% of plan.
- 114 bps in Schedule C fees — 119% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANAGED STAFFING, INC..
Plan sponsor
Name
MANAGED STAFFING, INC.
EIN
26-0717857
Address
4577 OHIO DRIVE · SUITE 250 · FRISCO, TX · 75035
Phone
(469) 759-7372
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ALEXANDER & WILLIAMS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $25K | — |
| ARGENT INSTITUTIONAL SERVICES | 27-2388726 | — | NONE | $14K | — |
Investments
15 direct securities · 1 pooled fund· $6.5M(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
$3.3M
15 holdings
Pooled Separate Account
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $3.1M | 92.8% | |
| T.Rowe Price Balanced I Pooled Separate Account n/a | — | — | — | $984K | 29.3% | |
| Vanguard Real Estate Idx Adm Pooled Separate Account n/a 367 * Virtus Zevenbergen Tech Inst Pooled Separate Account n/a | — | — | — | $829K | 24.7% | |
| PGIM Total Return Bond Z Pooled Separate Account n/a | — | — | — | $284K | 8.5% | |
| Vanguard 500 Index Admiral Pooled Separate Account n/a | — | — | — | $282K | 8.4% | |
| American Century Ultra R6 Pooled Separate Account n/a | — | — | — | $242K | 7.2% | |
| Standard Stable Asset A Guaranteed Interest Account n/a | — | — | — | $215K | 6.4% | |
| MFS Intl Diversification R6 Pooled Separate Account n/a | — | — | — | $163K | 4.9% | |
| Vanguard Equity Income Adm Pooled Separate Account n/a | — | — | — | $115K | 3.4% | |
| Vanguard Sm Cap Idx Adm Pooled Separate Account n/a | — | — | — | $98K | 2.9% | |
| Carillon Eagle MC Growth R6 Pooled Separate Account n/a | — | — | — | $47K | 1.4% | |
| MFS Mid Cap Value R6 Pooled Separate Account n/a | — | — | — | $45K | 1.3% | |
| Notes receivable from participants Loans (interest rates of 4.75% to - | — | — | — | $25K | 0.7% | |
| Vanguard Mid Cap Idx Adm Pooled Separate Account n/a | — | — | — | $9K | 0.3% | |
| Voya Small Cap Growth I Pooled Separate Account n/a | — | — | — | $7K | 0.2% | |
| Invesco Developing Markets Y Pooled Separate Account n/a | — | — | — | $2K | <0.1% |
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