Original filing (PDF)20251014124036NAL0003972336001

Management Support Technology, Incorporated

Name: Management Support Technology, Incorporated — Form 5500 Plan 002 (2024)
Creator: Management Support Technology, Incorporated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Management Support Technology, Incorporated Employee Stock Ownership

Defined-contribution retirement plan · Management Support Technology, Incorporated's Management Support Technology, Incorporated Employee Stock Ownership held $2.4M in plan assets for 29 participants in 2024.

Signals · 3

95% in single holding95% employer stock~172 bps in Sched C fees

Active participants

Accounts w/ balance

123

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.0M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

83% of assets in employer securities (concentration risk).
Total administrative cost in the bottom quartile of peers (14th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MANAGEMENT SUPPORT TECHNOLOGY, INCORPORATED.

Plan sponsor

Name

MANAGEMENT SUPPORT TECHNOLOGY, INCORPORATED

EIN

all filings

Address

3701 PENDER DRIVE STE 505 · FAIRFAX, VA · 22030

Phone

(703) 385-5841

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

MATTHEWS, CARTER & BOYCE, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MSTI	54-1577909	—	ACCOUNTANT	$41K	—

Investments

2 direct securities· $2.1M(87% of reported assets)

Common Stocks

$2.0M

1 holding

Cash / Money Market

$94K

1 holding

PI						% of plan
	Management Support Management Support Technology, Inc. Common Stock N/A	Common Stocks	—	$880K	$2.0M	83.0%
	UBS Financial Services, Inc. Money market account N/A	Cash / Money Market	—	$94K	$94K	3.9%