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Original filing (PDF)20260106132434NAL0007908864001
MMS USA HOLDINGS, INC.
Form 5500
FILING_RECEIVED
PUBLICIS BENEFITS CONNECTION 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.7 mo6 service providers
Active participants
29,615
Accounts w/ balance
52,072
Plan assets (EOY)
$5.2B
Net assets (EOY)
$5.2B
How this plan invests
This plan
20 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)
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
93
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.7 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MMS USA HOLDINGS, INC..
Plan sponsor
Name
MMS USA HOLDINGS, INC.
EIN
36-2677628
Address
35 WEST WACKER DRIVE · CHICAGO, IL · 60601
Phone
(800) 933-3622
Industry
Professional & Technical Servicessee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
36-2677628
City
CHICAGO, IL
Phone
(800) 933-3622
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INSTIT OPER CO | 04-2647786 | — | RECORDKEEPER | $727K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $761K | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | NONE | $193K | — |
| MITCHELL AND TITUS, LLP | 13-2781641 | — | NONE | $44K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $32K | — |
| MARATHAS, BARROW, WEATHERHEAD, LENT | 47-3430927 | — | NONE | $17K | — |
Investments
15 direct securities · 20 pooled funds· $5.6B(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
$3.8B
20 holdings
Uncategorized
$1.8B
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IDX Mutual Fund | — | — | — | $620.6M | 11.9% | |
| FIAM INDEX 2040 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $543.7M | 10.4% | |
| FIAM INDEX 2045 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $491.9M | 9.4% | |
| FIAM INDEX 2035 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $484.2M | 9.3% | |
| FIAM INDEX 2050 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $407.8M | 7.8% | |
| FID CONTRAFUND POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $380.8M | 7.3% | |
| FIAM INDEX 2030 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $348.9M | 6.7% | |
| T. Rowe Price Institutional Large Cap Growth Fund Common Collective Trust Fund | — | — | — | $251.5M | 4.8% | |
| TRP LRG CAP GR TR D T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $251.5M | 4.8% | |
| FIAM INDEX 2055 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $229.0M | 4.4% | |
| FIAM INDEX 2025 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $214.8M | 4.1% | |
| FIAM INDEX 2020 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $101.8M | 1.9% | |
| Fidelity Diversified International Pool Common Collective Trust Fund | — | — | — | $99.3M | 1.9% | |
| FID DIVSFD INTL POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $99.3M | 1.9% | |
| American Funds New Perspective Fund—Class R6 Mutual Fund | — | — | — | $94.3M | 1.8% | |
| Brokeragelink Self-Directed Brokerage Accounts | — | — | — | $91.5M | 1.8% | |
| TRP EQUITY INCOME B T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $90.3M | 1.7% | |
| FID TOTAL INTL IDX Mutual Fund | — | — | — | $89.2M | 1.7% | |
| Artisan Mid Cap Fund—Investor Class Mutual Fund | — | — | — | $89.1M | 1.7% | |
| DFA US SM CAP VALUE Mutual Fund | — | — | — | $85.0M | 1.6% | |
| LS CORE PLUS BOND F Mutual Fund | — | — | — | $83.4M | 1.6% | |
| FIAM INDEX 2060 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $74.5M | 1.4% | |
| FID US BOND IDX Mutual Fund | — | — | — | $66.7M | 1.3% | |
| Fidelity Managed Income Portfolio II Common Collective Trust Fund | — | — | — | $65.5M | 1.3% | |
| FID MGD INC PORT II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $65.5M | 1.3% | |
| Fidelity Ext Market Index PR Mutual Fund | — | — | — | $65.2M | 1.2% | |
| FID GOVT MMRK PRM Mutual Fund | — | — | — | $43.0M | 0.8% | |
| Notes receivable from participants to 10.00% - | — | — | — | $35.8M | 0.7% | |
| FIAM INDEX 2015 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $31.7M | 0.6% | |
| FID INFL PR BD IDX Mutual Fund | — | — | — | $18.4M | 0.4% | |
| FIAM INDEX 2065 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $10.8M | 0.2% | |
| FIAM INDEX 2010 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $10.6M | 0.2% | |
| FIAM INDEX TD INCOME Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $7.4M | 0.1% | |
| FIAM INDEX 2070 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 170 | Common Collective Trust | — | — | $850K | <0.1% | |
| FIAM INDEX 2005 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |