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Original filing (PDF)20251015084735NAL0004109521002
MSC DEVELOPMENT, INC.
Form 5500
FILING_RECEIVED
MSC DEVELOPMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
403
Accounts w/ balance
462
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
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 MSC DEVELOPMENT, INC..
Plan sponsor
Name
MSC DEVELOPMENT, INC.
EIN
56-2115711
Address
725 PARK CENTER DRIVE · MATTHEWS, NC · 28105
Phone
(803) 517-8892
Industry
Real Estatesee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $19K | — |
| BUSEY BANK | 37-0613731 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
28 direct securities · 18 pooled funds· $9.9M(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
$9.8M
28 holdings
Pooled Separate Account
$94K
17 holdings
Common Collective Trust
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | — | — | — | $1.2M | 12.5% | |
| T. Rowe Price Associates, Inc. Retirement 2035 I Fund | — | — | — | $692K | 7.0% | |
| American Funds Growth Fund of America R6 | — | — | — | $666K | 6.8% | |
| T. Rowe Price Associates, Inc. Retirement 2055 I Fund | — | — | — | $630K | 6.4% | |
| T. Rowe Price Associates, Inc. Retirement 2050 I Fund | — | — | — | $621K | 6.3% | |
| T. Rowe Price Associates, Inc. Retirement 2045 I Fund | — | — | — | $579K | 5.9% | |
| Vanguard SmallCap Index Admiral Fund | — | — | — | $565K | 5.7% | |
| T. Rowe Price Associates, Inc. Retirement 2040 I Fund | — | — | — | $558K | 5.7% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $552K | 5.6% | |
| T. Rowe Price Associates, Inc. Retirement 2030 I Fund | — | — | — | $529K | 5.4% | |
| American Century MidCap Value Fund R6 | — | — | — | $404K | 4.1% | |
| American Funds Euro Pacific Growth R6 | — | — | — | $387K | 3.9% | |
| T. Rowe Price Associates, Inc. Retirement 2060 I Fund | — | — | — | $380K | 3.9% | |
| Congress MidCap Growth Fund Institutional | — | — | — | $266K | 2.7% | |
| Doubleline Core Fixed Income Fund Class I | — | — | — | $241K | 2.5% | |
| T. Rowe Price Associates, Inc. Retirement 2025 I Fund | — | — | — | $215K | 2.2% | |
| Notes receivable from participants 4.25%-9.50% | — | — | — | $185K | 1.9% | |
| T. Rowe Price Associates, Inc. Retirement 2065 I Fund | — | — | — | $177K | 1.8% | |
| DDU Busey Growth Managed Portfolio | — | — | — | $175K | 1.8% | |
| Vanguard MidCap Index Fund Admiral Fund | — | — | — | $170K | 1.7% | |
| DDU Busey Balanced Managed Portfolio | — | — | — | $132K | 1.3% | |
| T. Rowe Price Associates, Inc. Retirement 2020 I Fund | — | — | — | $94K | 1.0% | |
| Principal Life Insurance Company U.S. Property Separate Account | — | — | — | $94K | 1.0% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $94K | 1.0% | |
| DFA U.S. Targeted Value Portfolio Institutional | — | — | — | $71K | 0.7% | |
| DDU Busey Aggressive Managed Portfolio | — | — | — | $70K | 0.7% | |
| T. Rowe Price Associates, Inc. Retirement 2015 I Fund | — | — | — | $70K | 0.7% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $36K | 0.4% | |
| AQR Emerging Multi-Style II R6 ** 72 * Charles Schwab Value Advantage Money Fund | — | — | — | $36K | 0.4% | |
| Dodge & Cox International Stock Fund Class I | — | — | — | $2K | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMALL-MIDCAP DIV SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 138 | Pooled Separate Account | — | — | $0 | <0.1% |
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