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Original filing (PDF)20250903151850NAL0015514273001
MULTI SERVICE TECHNOLOGY SOLUTIONS INC.
Form 5500
FILING_RECEIVED
TREVIPAY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
452
Accounts w/ balance
452
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.6M
How this plan invests
This plan
29 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULTI SERVICE TECHNOLOGY SOLUTIONS INC..
Plan sponsor
Name
MULTI SERVICE TECHNOLOGY SOLUTIONS INC.
DBA
TREVIPAY
EIN
46-1486267
Address
6450 SPRINT PARKWAY · SUITE 3B203 · OVERLAND PARK, KS · 66211
Phone
(913) 451-2400
Industry
Finance & Insurancesee 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
2025-09-03
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | NONE | $66K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $20K | — |
Investments
29 direct securities· $30.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $4.8M | 15.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.7M | 12.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.3M | 10.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $3.0M | 9.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.4M | 7.9% | |
| MFS Growth Fund Class R6 MFS 0 | — | — | — | $2.3M | 7.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.7M | 5.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.2M | 3.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.1M | 3.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $915K | 3.0% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $890K | 2.9% | |
| Fidelity International Index Fidelity 0 | — | — | — | $545K | 1.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $507K | 1.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $493K | 1.6% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $478K | 1.6% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $477K | 1.6% | |
| MFS New Discovery R6 MFS 0 | — | — | — | $452K | 1.5% | |
| American Century Small Cap Value R6 American Century 0 | — | — | — | $395K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $362K | 1.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $325K | 1.1% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $222K | 0.7% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $210K | 0.7% | |
| American Eupac R6 American Eupac 0 | — | — | — | $202K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $132K | 0.4% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $115K | 0.4% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $101K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $56K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $7K | <0.1% |
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