Back to filter
Original filing (PDF)20251015225548NAL0003065363001
MANAGEMENT SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
MANAGEMENT SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
9 service providers
Active participants
1,746
Accounts w/ balance
8
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
84
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 0% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANAGEMENT SOLUTIONS, INC..
Plan sponsor
Name
MANAGEMENT SOLUTIONS, INC.
EIN
36-4780191
Address
7400 E ORCHARD RD 3055 N · GREENWOOD VILLAGE, CO · 80111
Phone
(303) 325-2627
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
NPPG FIDUCIARY SERVICES, LLC
EIN
30-0835405
City
SHREWSBURY, NJ
Phone
(732) 758-1577
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)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANN INSURANCE CO OF AMERICA | 04-1590850 | — | RECORDKEEPER | $394K | — |
Advisor / Consultant
2| 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 | — |
TPA / Administrator
3| 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 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANAGEMENT SOLUTIONS INC | — | GREENWOOD VILLAGE, CO | OTHER | $28K | — |
| NPPG FIDUCIARY SERVICES LLC | 30-0835405 | — | OTHER | $5K | — |
| MESIROW FINANCIAL INVESTMENT MGMT | — | CHICAGO, IL | INVESTMENT MGMT | $3K | — |
Investments
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.