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Original filing (PDF)20251014160936NAL0006805330001
MULTISTUDIO, INC.
Form 5500
FILING_RECEIVED
MULTISTUDIO INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
133
Accounts w/ balance
226
Plan assets (EOY)
$30.4M
Net assets (EOY)
$30.4M
How this plan invests
This plan
29 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 92% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULTISTUDIO, INC..
Plan sponsor
Name
MULTISTUDIO, INC.
EIN
48-1010359
Address
4200 PENNSYLVANIA AVENUE · KANSAS CITY, MO · 641113008
Phone
(816) 701-5308
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $126K | — |
| CREATIVE PLANNING INC | 43-1270780 | — | CONTRACT ADMINISTRATOR | $42K | — |
Investments
39 direct securities · 29 pooled funds· $53.2M(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.
Uncategorized
$30.0M
39 holdings
Pooled Separate Account
$17.4M
15 holdings
Common Collective Trust
$5.7M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Global Investors Trust Co | — | — | — | $5.9M | 19.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.9M | 19.3% | |
| Principal Life Insurance Company | — | — | — | $2.7M | 9.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.7M | 9.0% | |
| Principal Life Insurance Company | — | — | — | $2.7M | 8.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.3M | 7.6% | |
| Principal Life Insurance Company | — | — | — | $2.3M | 7.6% | |
| Principal Life Insurance Company | — | — | — | $1.8M | 6.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.8M | 6.0% | |
| Principal Life Insurance Company | — | — | — | $1.6M | 5.4% | |
| Principal Global Investors Trust Co | — | — | — | $1.2M | 3.9% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $1.2M | 3.9% | |
| Principal Life Insurance Company | — | — | — | $962K | 3.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $962K | 3.2% | |
| Principal Life Insurance Company | — | — | — | $871K | 2.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $871K | 2.9% | |
| Principal Global Investors Trust Co | — | — | — | $865K | 2.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $865K | 2.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $848K | 2.8% | |
| Principal Global Investors Trust Co | — | — | — | $848K | 2.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $720K | 2.4% | |
| Principal Global Investors Trust Co | — | — | — | $720K | 2.4% | |
| Principal Life Insurance Company | — | — | — | $706K | 2.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $706K | 2.3% | |
| Pax World | — | — | — | $675K | 2.2% | |
| Principal Life Insurance Company | — | — | — | $664K | 2.2% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $664K | 2.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $659K | 2.2% | |
| Principal Global Investors Trust Co | — | — | — | $659K | 2.2% | |
| Principal Life Insurance Company | — | — | — | $616K | 2.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $616K | 2.0% | |
| Fidelity Investments | — | — | — | $616K | 2.0% | |
| Principal Global Investors Trust Co | — | — | — | $470K | 1.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $470K | 1.5% | |
| Principal Life Insurance Company | — | — | — | $418K | 1.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $418K | 1.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $362K | 1.2% | |
| Principal Global Investors Trust Co | — | — | — | $362K | 1.2% | |
| Principal Global Investors Trust Co | — | — | — | $348K | 1.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $348K | 1.1% | |
| Vanguard Group | — | — | — | $293K | 1.0% | |
| Principal Life Insurance Company | — | — | — | $245K | 0.8% | |
| Vanguard Group | — | — | — | $225K | 0.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $220K | 0.7% | |
| Principal Global Investors Trust Co | — | — | — | $220K | 0.7% | |
| Participant Loans | — | — | — | $214K | 0.7% | |
| Vanguard Group | — | — | — | $206K | 0.7% | |
| Vanguard Group | — | — | — | $116K | 0.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $116K | 0.4% | |
| Principal Global Investors Trust Co | — | — | — | $106K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $106K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $84K | 0.3% | |
| Dimensional Fund Advisors | — | — | — | $84K | 0.3% | |
| The American Funds | — | — | — | $73K | 0.2% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $73K | 0.2% | |
| Principal Life Insurance Company | — | — | — | $61K | 0.2% | |
| Dimensional Fund Advisors | — | — | — | $42K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $42K | 0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $41K | 0.1% | |
| Principal Life Insurance Company | — | — | — | $41K | 0.1% | |
| Principal Global Investors Trust Co | — | — | — | $11K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $11K | <0.1% | |
| Principal Global Investors Trust Co | — | — | — | $5K | <0.1% | |
| The American Funds | — | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2K | <0.1% | |
| Principal Global Investors Trust Co | — | — | — | $2K | <0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $0 | <0.1% |
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