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Original filing (PDF)20251015075959NAL0004292209001
MGT IMPACT SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
MGT IMPACT SOLUTIONS, LLC 401 (K) PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
716
Accounts w/ balance
963
Plan assets (EOY)
$49.3M
Net assets (EOY)
$49.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MGT IMPACT SOLUTIONS, LLC.
Plan sponsor
Name
MGT IMPACT SOLUTIONS, LLC
EIN
81-0890071
Address
4320 W KENNEDY BLVD · TAMPA, FL · 33609
Phone
(850) 219-4334
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
2I · Stock bonus
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $135K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | — | NEW YORK, NY | CONTRACT ADMIN | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUPS ,LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
34 direct securities· $49.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2035 INV | — | — | — | $7.6M | 15.4% | |
| VANGUARD TARGET RETIREMENT 2050 INV | — | — | — | $7.0M | 14.2% | |
| VANGUARD TARGET RETIREMENT 2045 INV | — | — | — | $6.0M | 12.2% | |
| VANGUARD TARGET RETIREMENT 2055 INV | — | — | — | $4.4M | 8.9% | |
| VANGUARD TARGET RETIREMENT 2040 INV | — | — | — | $4.2M | 8.6% | |
| FIDELITY 500 INDEX | — | — | — | $3.6M | 7.3% | |
| VANGUARD TARGET RETIREMENT 2025 INV | — | — | — | $2.5M | 5.1% | |
| VANGUARD TARGET RETIREMENT 2030 INV | — | — | — | $2.4M | 4.8% | |
| VANGUARD TARGET RETIREMENT INCOME INV | — | — | — | $2.0M | 4.0% | |
| VANGUARD TARGET RETIREMENT 2060 INV | — | — | — | $1.5M | 3.1% | |
| E I FIXED ACCOUNT - SERIES CLASS IV | — | — | — | $980K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADM | — | — | — | $819K | 1.7% | |
| NUVEEN LARGE CAP GROWTH INDEX R6 | — | — | — | $771K | 1.6% | |
| VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL | — | — | — | $609K | 1.2% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $587K | 1.2% | |
| FIDELITY MID CAP INDEX | — | — | — | $476K | 1.0% | |
| VANGUARD TARGET RETIREMENT 2065 INV | — | — | — | $462K | 0.9% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | — | — | — | $404K | 0.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $398K | 0.8% | |
| FORFEITURES / ASSET HOLDINGS | — | — | — | $381K | 0.8% | |
| VANGUARD VALUE INDEX ADM | — | — | — | $330K | 0.7% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $320K | 0.7% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL | — | — | — | $269K | 0.5% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL | — | — | — | $252K | 0.5% | |
| VANGUARD INTERNATIONAL VALUE PORTFOLIO | — | — | — | $160K | 0.3% | |
| PIMCO INCOME INSTL | — | — | — | $146K | 0.3% | |
| FIDELITY INFLATION PROTECTED BOND INDEX | — | — | — | $122K | 0.2% | |
| JANUS HENDERSON TRITON N | — | — | — | $115K | 0.2% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL | — | — | — | $109K | 0.2% | |
| VANGUARD INTERNATIONAL GROWTH ADM | — | — | — | $79K | 0.2% | |
| FIDELITY EMERGING MARKETS INDEX | — | — | — | $71K | 0.1% | |
| NUVEEN CORE BOND R6 | — | — | — | $61K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2070 INV | — | — | — | $46K | <0.1% | |
| PGIM HIGH-YIELD R6 | — | — | — | $45K | <0.1% |
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