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Original filing (PDF)20251015183030NAL0002871539001
MASTERCONTROL SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
MASTERCONTROL 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
639
Accounts w/ balance
789
Plan assets (EOY)
$63.7M
Net assets (EOY)
$63.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASTERCONTROL SOLUTIONS, INC..
Plan sponsor
Name
MASTERCONTROL SOLUTIONS, INC.
EIN
87-0662434
Address
6350 S 3000 E · SALT LAKE CITY, UT · 84121
Phone
(801) 361-0973
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $67K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $62K | — |
Investments
31 direct securities · 1 pooled fund· $62.8M(99% 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.
Registered Investment Companies
$62.2M
31 holdings
Common Collective Trust
$546K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $9.5M | 15.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $6.7M | 10.5% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $6.0M | 9.4% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $5.8M | 9.1% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $4.2M | 6.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $4.1M | 6.5% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $3.5M | 5.6% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $2.9M | 4.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $2.7M | 4.2% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $2.3M | 3.6% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $1.8M | 2.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.8M | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.5M | 2.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $1.3M | 2.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.0M | 1.6% | |
| AB SUSTAIN GLB THEMATIC GR I | Registered Investment Companies | — | — | $1.0M | 1.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $954K | 1.5% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $913K | 1.4% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $763K | 1.2% | |
| JPMORGAN CORPORATE BOND R6 | Registered Investment Companies | — | — | $704K | 1.1% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $694K | 1.1% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $546K | 0.9% | |
| BLACKROCK STRAT GLOBAL BOND I | Registered Investment Companies | — | — | $509K | 0.8% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $484K | 0.8% | |
| MFS INTL NEW DISCCOVERY R6 | Registered Investment Companies | — | — | $473K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $253K | 0.4% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $134K | 0.2% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $103K | 0.2% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $53K | <0.1% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $47K | <0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $45K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $8K | <0.1% |