Back to filter
Original filing (PDF)20251002174053NAL0000473667001
MANAGEMENT SELECT, LLC
Form 5500
FILING_RECEIVED
BCB-CMRC-MSC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
236
Accounts w/ balance
195
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANAGEMENT SELECT, LLC.
Plan sponsor
Name
MANAGEMENT SELECT, LLC
EIN
39-2013895
Address
P.O. BOX 156 · ALTOONA, WI · 54720
Phone
(715) 833-3514
Industry
Health Care & Social Assistancesee 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
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
Investments
26 direct securities · 2 pooled funds· $17.2M(97% 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
$15.5M
26 holdings
Common Collective Trust
$1.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund | — | — | — | $2.5M | 13.9% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $2.2M | 12.2% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $2.1M | 11.9% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.7M | 9.5% | |
| Fidelity Freedom Index 2010 Fund | — | — | — | $1.5M | 8.8% | |
| Fidelity 500 Index | — | — | — | $1.0M | 5.8% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $919K | 5.2% | |
| Harbor Capital Appreciation Fund Institutional | — | — | — | $683K | 3.9% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $682K | 3.9% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $543K | 3.1% | |
| Fidelity Mid Cap Index | — | — | — | $515K | 2.9% | |
| Fidelity US Bond Index | — | — | — | $491K | 2.8% | |
| Dodge & Cox Stock Fund | — | — | — | $412K | 2.3% | |
| Dodge & Cox Income Fund | — | — | — | $367K | 2.1% | |
| Fidelity International Index | — | — | — | $244K | 1.4% | |
| Conestoga Small Cap Fund | — | — | — | $215K | 1.2% | |
| Fidelity Small Cap Index | — | — | — | $177K | 1.0% | |
| Fidelity Freedom Index 2015 Fund | — | — | — | $166K | 0.9% | |
| American Funds Europac Growth R6 | — | — | — | $130K | 0.7% | |
| Pioneer Strategic Income Fund Class Y | — | — | — | $129K | 0.7% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $128K | 0.7% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $96K | 0.5% | |
| DFA US Small Cap Value | — | — | — | $86K | 0.5% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $60K | 0.3% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $48K | 0.3% | |
| DFA International Small Co | — | — | — | $44K | 0.2% | |
| Fidelity Freedom Index 2070 Fund 429 * Fidelity Freedom Index INC IPR | — | — | — | $39K | 0.2% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Health Care & Social Assistance plans
INGLIS HOUSE
INGLIS HOUSE RETIREMENT PLAN
$17.7M · 18 participants
EBENEZER SOCIETY
EBENEZER SOCIETY 403B THRIFT PLAN
$17.7M · 1,626 participants
NORWELL VISITING NURSE ASSOCIATION, INC.
NORWELL VNA AND HOSPICE 401(K) PLAN & TRUST
$17.7M · 325 participants
ATRIUM CENTERS MANAGEMENT, LLC
ATRIUM CENTERS 401(K) PLAN AND TRUST
$17.7M · 1,482 participants
KESWICK MULTI-CARE CENTER, INC.
KESWICK MULTI-CARE CENTER DEFINED CONTRIBUTION RETIREMENT PLAN
$17.7M · 252 participants
AMERICAN HEALTHCARE, LLC
AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN
$17.7M · 1,583 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B