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Original filing (PDF)20250828092648NAL0017959744001
MISSION CLOUD SERVICES, INC.
Form 5500
FILING_RECEIVED
MISSION CLOUD SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
190
Accounts w/ balance
294
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 112% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISSION CLOUD SERVICES, INC..
Plan sponsor
Name
MISSION CLOUD SERVICES, INC.
EIN
82-3413386
Address
9350 WILSHIRE BLVD SUITE 203 · BEVERLY HILLS, CA · 90212
Phone
(855) 647-7466
Industry
All Other Professional Services· 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
2025-08-28
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
LANCE, SOLL & LUNGHARD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $80K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $35K | — |
Investments
27 direct securities · 6 pooled funds· $18.6M(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
$16.3M
27 holdings
Common Collective Trust
$2.3M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2055 Fund Class K | — | — | — | $2.7M | 14.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.6M | 13.9% | |
| BlackRock LifePath Index 2040 Fund Class K | — | — | — | $2.4M | 12.8% | |
| BlackRock LifePath Index 2045 Fund Class K | — | — | — | $2.2M | 11.8% | |
| BlackRock LifePath Index 2050 Fund Class K | — | — | — | $1.3M | 7.0% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $1.3M | 6.8% | |
| BlackRock LifePath Index 2035 Fund Class K | — | — | — | $773K | 4.2% | |
| Fidelity Investments Fidelity Advisor Technology Z | — | — | — | $731K | 3.9% | |
| Alliance Bernstein AB Large Cap Growth Fund Class Z | — | — | — | $679K | 3.7% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $609K | 3.3% | |
| Notes receivable from participants Interest Rates - 4.25% to 9.50% - | — | — | — | $410K | 2.2% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $297K | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $282K | 1.5% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $280K | 1.5% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $248K | 1.3% | |
| BlackRock LifePath Index Retirement Fund Class K | — | — | — | $200K | 1.1% | |
| BlackRock LifePath Index 2060 Fund Class K | — | — | — | $191K | 1.0% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $183K | 1.0% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $171K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $168K | 0.9% | |
| JPMorgan Small Cap Growth Fund Class R6 | — | — | — | $158K | 0.8% | |
| Fidelity Investments Fidelity Advisor International Growth Fund Class Z | — | — | — | $130K | 0.7% | |
| Fidelity Investments Fidelity Emerging Markets Index | — | — | — | $121K | 0.6% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $115K | 0.6% | |
| Fidelity Investments Fidelity Global EX U.S. Index Fund | — | — | — | $98K | 0.5% | |
| BlackRock Health Sciences Opportunities Portfolio Class K | — | — | — | $90K | 0.5% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $88K | 0.5% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $62K | 0.3% | |
| BlackRock LifePath Index 2030 Fund Class K | — | — | — | $57K | 0.3% | |
| Empower EI Fixed Account - Series Class 1 | — | — | — | $20K | 0.1% | |
| Fidelity Investments Fidelity US Sustainability Index Instl Fund | — | — | — | $16K | <0.1% | |
| Fidelity Investments Fidelity Real Estate Index Fund | — | — | — | $14K | <0.1% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $6K | <0.1% |
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