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Original filing (PDF)20251015193614NAL0011242850001
MUNCK WILSON MANDALA, LLP
Form 5500
FILING_RECEIVED
MUNCK WILSON MANDALA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
177
Accounts w/ balance
271
Plan assets (EOY)
$36.0M
Net assets (EOY)
$36.0M
How this plan invests
This plan
1 pooled trust
Schedule D
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUNCK WILSON MANDALA, LLP.
Plan sponsor
Name
MUNCK WILSON MANDALA, LLP
EIN
26-3990304
Address
12770 COIT ROAD · SUITE 600 · DALLAS, TX · 75251
Phone
(972) 628-3600
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
FIDUCIARY WISE
EIN
81-3799174
City
GILBERT, AZ
Phone
(480) 855-4017
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
2A · Age/service weighted or new comparability
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
HM&M GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $34K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INWEST RETIREMENT SOLUTIONS | — | MIDLAND, TX | TPA | $15K | — |
Investments
55 direct securities · 1 pooled fund· $35.6M(99% 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
$34.0M
55 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 Fund Registered investment company | — | — | — | $4.7M | 13.1% | |
| Fid 500 Index Registered investment company | — | — | — | $3.8M | 10.6% | |
| Nuveen Lifecycle Index 2045 Fund Registered investment company | — | — | — | $3.4M | 9.4% | |
| Nuveen Lifecycle Index 2025 Fund Registered investment company | — | — | — | $3.1M | 8.5% | |
| Nuveen Lifecycle Index 2035 Fund Registered investment company | — | — | — | $2.8M | 7.8% | |
| Nuveen Lifecycle Index 2050 Fund Registered investment company | — | — | — | $2.4M | 6.8% | |
| Nuveen Lifecycle Index 2040 Fund Registered investment company | — | — | — | $2.4M | 6.6% | |
| WELLS FARGO BANK, NATIONAL ASSOC GALLIARD STBL RTN C · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.3% | |
| Fid Lg Cap Gr Indx Registered investment company | — | — | — | $1.4M | 3.9% | |
| Vngrd 500 Index Fd As Registered investment company | — | — | — | $1.0M | 2.9% | |
| Vngrd Val Indx Adml Registered investment company | — | — | — | $1.0M | 2.8% | |
| Vngrd Info Tech Indx Adml Registered investment company | — | — | — | $761K | 2.1% | |
| Nuveen Lifecycle Index 2060 Fund Registered investment company | — | — | — | $612K | 1.7% | |
| Nuveen Lifecycle Index 2055 Fund Registered investment company | — | — | — | $572K | 1.6% | |
| Nuveen Lifecycle Index 2020 Fund Registered investment company | — | — | — | $475K | 1.3% | |
| Vngrd Mdcap Gr Indx Adml Registered investment company | — | — | — | $469K | 1.3% | |
| Amfds Am Hi Inc Tr R6 Registered investment company | — | — | — | $464K | 1.3% | |
| Vngrd Smcap Gr Indx Adml Registered investment company | — | — | — | $384K | 1.1% | |
| Nuveen Lifecycle Index 2015 Fund Registered investment company | — | — | — | $325K | 0.9% | |
| Hartford Int Eq R6 Registered investment company | — | — | — | $316K | 0.9% | |
| Fid Mdcap Indx Registered investment company | — | — | — | $298K | 0.8% | |
| Vngrd Ttl Intl Bd Idx Adml Registered investment company | — | — | — | $284K | 0.8% | |
| Fid Intl Indx Registered investment company | — | — | — | $283K | 0.8% | |
| Nuveen Lifecycle Index 2010 Fund Registered investment company | — | — | — | $263K | 0.7% | |
| Fid Smcap Indx Registered investment company | — | — | — | $262K | 0.7% | |
| Federated Hermes US Treasury Registered investment company | — | — | — | $201K | 0.6% | |
| Vngrd Mid-Cap Idx Fd As Registered investment company | — | — | — | $196K | 0.5% | |
| Macquarie Corp Bd Inst Registered investment company | — | — | — | $187K | 0.5% | |
| Vngrd Intmdtrm Bd Indxadml Registered investment company | — | — | — | $183K | 0.5% | |
| Nuveen Lifecycle Index 2065 Fund Registered investment company | — | — | — | $164K | 0.5% | |
| Vngrd Gr Indx Adml Registered investment company | — | — | — | $156K | 0.4% | |
| Pgim Hi Yld Z Registered investment company | — | — | — | $154K | 0.4% | |
| Vngrd Smcap Val Indx Adml Registered investment company | — | — | — | $142K | 0.4% | |
| Trowepr Lgcap Gr I Registered investment company | — | — | — | $94K | 0.3% | |
| Vngrd Mdcap Val Indx Adml Registered investment company | — | — | — | $92K | 0.3% | |
| Vngrd Hlth Care Indx Adml Registered investment company | — | — | — | $82K | 0.2% | |
| Fid Emrg Mkt Indx Registered investment company | — | — | — | $73K | 0.2% | |
| Jpm Emrg Mkt Eq R6 Registered investment company | — | — | — | $59K | 0.2% | |
| Vngrd Ttl Stmkt Indx Fd As Registered investment company | — | — | — | $58K | 0.2% | |
| Ambcn Ark Trans Innov Y Registered investment company | — | — | — | $42K | 0.1% | |
| Trowepr Divrs Mdcap Gr Registered investment company | — | — | — | $36K | 0.1% | |
| Nationwide Fixed Select Contract Guaranteed investment contract | — | — | — | $36K | 0.1% | |
| Nuveen Lifecycle Indx Ret Income Fund Registered investment company | — | — | — | $35K | <0.1% | |
| Fidadv Gr Oppr Inst Registered investment company | — | — | — | $32K | <0.1% | |
| Trowepr Ovrseas Stk Registered investment company | — | — | — | $29K | <0.1% | |
| Trowepr Scnc Tech Registered investment company | — | — | — | $25K | <0.1% | |
| Trowe Multsctr Bd I Registered investment company | — | — | — | $24K | <0.1% | |
| Trowepr Intgrtdussmcp Eq 1 Registered investment company | — | — | — | $24K | <0.1% | |
| Fed Hrms Gov Oblgtns Prmr Registered investment company | — | — | — | $19K | <0.1% | |
| Cohenstrs Prfrd Sec Inc I Registered investment company | — | — | — | $19K | <0.1% | |
| Pimco Hi Yld Spctrm Inst Registered investment company | — | — | — | $15K | <0.1% | |
| Msif Glbl Oppr I Registered investment company | — | — | — | $14K | <0.1% | |
| Trowepr Realest Registered investment company | — | — | — | $12K | <0.1% | |
| Blkrk Mdcap Gr Eq Inst Registered investment company | — | — | — | $2K | <0.1% | |
| Fnkln Smmd Cap Gr Adv Registered investment company | — | — | — | $2K | <0.1% | |
| Pimco Intl Bdusdlrhdginst Registered investment company | — | — | — | $2K | <0.1% |
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