Joanne Paladino signed Management Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Management Solutions, Inc.'s EIN is 36-4780191.
Download the official 2024 Form 5500 (PDF) for Management Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Management Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANN INSURANCE CO OF AMERICA | 04-1590850 | — | RECORDKEEPER | $394K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| MESIROW FINANCIAL INVESTMENT MGMT |
| — |
| CHICAGO, IL |
| INVESTMENT MGMT |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $122K | — |
| MESIROW FINANCIAL INVESTMENT MNGMNT | 36-3429599 | — | INVESTMENT ADVISOR | -$368 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE FINANCIAL SERVICES | — | SHREWSBURY, NJ | CONTRACT ADMIN | $79K | — |
| NPPG FIDUCIARY SERVICE LLC | — | SHREWSBURY, NJ | CONTRACT ADMIN | $44K | — |
| NATIONAL PROFESSIONAL PLANNING GROU | — | SHREWSBURY, NJ | CONTRACT ADMINISTRATOR | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANAGEMENT SOLUTIONS INC | — | GREENWOOD VILLAGE, CO | OTHER | $28K | — |
| NPPG FIDUCIARY SERVICES LLC | 30-0835405 | — | OTHER | $5K | — |
