Original filing (PDF)20250915143706NAL0001087041001

MSG GLOBAL SOLUTIONS, INC.

Name: MSG GLOBAL SOLUTIONS, INC. — MSG GLOBAL SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MSG GLOBAL SOLUTIONS, INC.

Form 5500

FILING_RECEIVED

MSG GLOBAL SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

115

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

How this plan invests

This plan

19 pooled trusts

Schedule D

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

46 bps in Schedule C fees — 59% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MSG GLOBAL SOLUTIONS, INC..

Plan sponsor

Name

MSG GLOBAL SOLUTIONS, INC.

EIN

52-2265555

Address

506 CARNEGIE CENTER - SUITE 401 · PRINCETON, NJ · 08540

Phone

(609) 524-0406

Industry

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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

STEPHANO SLACK LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$72K	—
COMMONWEALTH TPA SOLUTIONS, LLC	87-3632446	MEDFORD, NJ	CONTRACT ADMINISTRATOR	$2K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH, INC.	93-0987232	—	OTHER SERVICES	$0	—
MORNINGSTAR INVESTMENT MANAGEMENT	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Investments

5 direct securities · 19 pooled funds· $11.5M(73% 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.

Common Collective Trust

$9.1M

11 holdings

Pooled Separate Account

$2.1M

8 holdings

Uncategorized

$347K

5 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	—	—	$2.5M	15.4%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	—	—	$2.0M	12.4%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	—	—	$1.4M	9.1%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$1.4M	8.5%
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	—	—	$1.0M	6.3%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002	Common Collective Trust	—	—	$626K	3.9%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	—	—	$619K	3.9%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	—	—	$439K	2.8%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	—	—	$329K	2.1%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$253K	1.6%
PRIN LN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001	Common Collective Trust	—	—	$142K	0.9%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$137K	0.9%
[DFE: PRINCIPAL REAL ESTATE SECURITIES SEPARATE ACCOUNT (extraction pending)]	—	—	—	$120K	0.8%
PRINSMCAPVALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	—	—	$120K	0.8%
[DFE: PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT (extraction pending)]	—	—	—	$102K	0.6%
PRIPRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122	Pooled Separate Account	—	—	$102K	0.6%
[DFE: PRINCIPAL LIFETIME HYBRID 2055 CIT (extraction pending)]	—	—	—	$70K	0.4%
PRIN BOND MARKET INDEX SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	—	—	$70K	0.4%
PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043	Pooled Separate Account	—	—	$60K	0.4%
[DFE: PRINCIPAL LARGECAP GROWTH I SEPARATE ACCOUNT (extraction pending)]	—	—	—	$43K	0.3%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	—	—	$43K	0.3%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	—	—	$14K	<0.1%
[DFE: PRINCIPAL SMALLCAP VALUE II SEPARATE ACCOUNT (extraction pending)]	—	—	—	$11K	<0.1%
PRINSMIN LIFETIME HYBR 2015 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096	Pooled Separate Account	—	—	$11K	<0.1%