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Original filing (PDF)20251015183621NAL0007177248001
MANAGEMENT CONCEPTS
Form 5500
FILING_RECEIVED
MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
255
Accounts w/ balance
384
Plan assets (EOY)
$50.9M
Net assets (EOY)
$50.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 CONCEPTS.
Plan sponsor
Name
MANAGEMENT CONCEPTS
EIN
54-1021611
Address
8230 LEESBURG PIKE · SUITE 800 · VIENNA, VA · 22182
Phone
(703) 270-4072
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
2025-10-15
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
PBMARES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $46K | — |
Investments
29 direct securities · 1 pooled fund· $50.9M(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
$50.6M
29 holdings
Common Collective Trust
$327K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Retirement Mutual fund | — | — | — | $6.1M | 11.9% | |
| Fidelity 500 Index Mutual fund | — | — | — | $5.2M | 10.3% | |
| JP Morgan Large Cap Growth Mutual fund | — | — | — | $4.8M | 9.5% | |
| AF Amer Mutual R6 Mutual fund | — | — | — | $3.2M | 6.4% | |
| Victory Sycamore Established Value Mutual fund | — | — | — | $3.1M | 6.0% | |
| American Funds 2045 Retirement Mutual fund | — | — | — | $2.8M | 5.6% | |
| American Funds 2040 Retirement Mutual fund | — | — | — | $2.5M | 4.9% | |
| MFS International Value R4 Mutual fund | — | — | — | $2.2M | 4.4% | |
| UM Behavioral Val R6 Mutual fund | — | — | — | $2.2M | 4.4% | |
| Fidelity Strategic Income Mutual fund | — | — | — | $2.0M | 4.0% | |
| American Funds 2050 Retirement Mutual fund | — | — | — | $1.8M | 3.6% | |
| Eagle Mid Cap Growth R5 Mutual fund | — | — | — | $1.6M | 3.1% | |
| American Funds 2030 Retirement Mutual fund | — | — | — | $1.5M | 3.0% | |
| American Funds 2055 Retirement Mutual fund | — | — | — | $1.4M | 2.8% | |
| American Funds 2060 Retirement Mutual fund | — | — | — | $1.3M | 2.5% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $1.2M | 2.3% | |
| Fidelity International Index Mutual fund | — | — | — | $1.1M | 2.3% | |
| Sentinel Small Company Mutual fund | — | — | — | $1.1M | 2.2% | |
| PGIM FLTNG RT INC R6 Mutual fund | — | — | — | $988K | 1.9% | |
| Fidelity Government Money Market Interest-bearing money market | — | — | — | $725K | 1.4% | |
| Invesco Developing Markets Mutual fund | — | — | — | $672K | 1.3% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $611K | 1.2% | |
| American Funds 2025 Retirement Mutual fund | — | — | — | $512K | 1.0% | |
| Fidelity Government Income Mutual fund | — | — | — | $503K | 1.0% | |
| C&S Real Estate Z Mutual fund | — | — | — | $407K | 0.8% | |
| Participant Loans 4.25-9.50%, matures 01/07/2030 | — | — | — | $379K | 0.7% | |
| American Funds 2020 Retirement Mutual fund | — | — | — | $343K | 0.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $327K | 0.6% | |
| American Funds 2010 Retirement Mutual fund | — | — | — | $54K | 0.1% | |
| American Funds 2015 Retirement Mutual fund | — | — | — | $36K | <0.1% |
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