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Original filing (PDF)20251014175228NAL0007072818001
MSC SERVICES, LLC
Form 5500
FILING_RECEIVED
MSC SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
443
Accounts w/ balance
820
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 74% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MSC SERVICES, LLC.
Plan sponsor
Name
MSC SERVICES, LLC
EIN
32-0511467
Address
5455 N UNION BLVD · COLORADO SPRINGS, CO · 80918
Phone
(719) 280-9038
Industry
Management of Companies / Holdingssee 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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
ATLAS CPAS & ADVISORS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $114K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | 52-2114207 | — | BROKER | $0 | — |
Investments
35 direct securities· $23.5M(100% of reported assets)
Uncategorized
$23.4M
34 holdings
Mutual Funds
$96K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Capital Income Builder R4 | — | — | — | $2.5M | 11.2% | |
| American Funds American Funds Trgt Date Ret 2040 R6 | — | — | — | $2.3M | 10.3% | |
| American Funds American Funds Trgt Date Ret 2030 R6 | — | — | — | $2.2M | 9.6% | |
| American Funds American Funds Trgt Date Ret 2050 R6 | — | — | — | $1.5M | 6.6% | |
| Schwab S&P 500 Index | — | — | — | $1.3M | 5.8% | |
| Fixed Annuity Transamerica Life Insurance Company Transamerica Stable Value Core Option | — | — | — | $1.3M | 5.8% | |
| American Funds American Funds Trgt Date Ret 2045 R6 | — | — | — | $1.0M | 4.6% | |
| American Funds American Funds Trgt Date Ret 2035 R6 | — | — | — | $998K | 4.4% | |
| Vanguard Growth Index Adm | — | — | — | $812K | 3.6% | |
| American Funds American Funds Trgt Date Ret 2055 R6 | — | — | — | $727K | 3.2% | |
| Vanguard Mid Cap Index Adm | — | — | — | $592K | 2.6% | |
| maturing through March 2042 | — | — | — | $584K | 2.6% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | — | — | — | $580K | 2.6% | |
| Vanguard Value Index Adm | — | — | — | $547K | 2.4% | |
| MFS Massachusetts Investors Gr Stk | — | — | — | $516K | 2.3% | |
| TIAA TIAA-CREF International Equity Index | — | — | — | $478K | 2.1% | |
| Nuveen Intl Eq Index Instl | — | — | — | $478K | 2.1% | |
| Blackrock Adv Small cp Gr Inv Instl | — | — | — | $467K | 2.1% | |
| American Funds American Funds Trgt Date Ret 2025 R6 | — | — | — | $459K | 2.0% | |
| Schwab Small Cap Index | — | — | — | $455K | 2.0% | |
| American Funds American Funds Trgt Date Ret 2060 R6 | — | — | — | $369K | 1.6% | |
| Vanguard Small-Cap Value Index Admiral | — | — | — | $335K | 1.5% | |
| Vanguard Strategic Equity Inv | — | — | — | $314K | 1.4% | |
| American Funds American Funds Capital World G/I R6 | — | — | — | $306K | 1.4% | |
| Fidelity Mid-Cap Stock | — | — | — | $306K | 1.4% | |
| American Funds American Funds Washington Mutual R6 | — | — | — | $297K | 1.3% | |
| DFA Investment Grade I | — | — | — | $287K | 1.3% | |
| Invesco Global R | — | — | — | $276K | 1.2% | |
| American Funds American Funds Bond Fund of America | — | — | — | $274K | 1.2% | |
| American Funds American Funds Trgt Date Ret 2020 R6 | — | — | — | $232K | 1.0% | |
| DFA US Large Company I | — | — | — | $194K | 0.9% | |
| Vanguard Intermediate-Term Bond Ind. | — | — | — | $139K | 0.6% | |
| Janus Henderson Mid Cap Value T | — | — | — | $123K | 0.5% | |
| American Funds American Funds Trgt Date Ret 2015 R6 | Mutual Funds | — | — | $96K | 0.4% | |
| American Funds American Funds Trgt Date Ret 2065 R6 | — | — | — | $91K | 0.4% |