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Original filing (PDF)20250626151418NAL0008720897002
MANAGED BUSINESS SERVICES, INC.
Form 5500
FILING_RECEIVED
MANAGEDPAY 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~83 bps in Sched C fees
Active participants
507
Accounts w/ balance
288
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 83 bps in Schedule C fees — 186% above peer band of 29 bps.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANAGED BUSINESS SERVICES, INC..
Plan sponsor
Name
MANAGED BUSINESS SERVICES, INC.
EIN
88-0334350
Address
4045 SPENCER ST. · STE 200 · LAS VEGAS, NV · 89119
Phone
(702) 215-5880
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
Audit & trust (Schedule H)
Auditor
BD AND ASSOCIATES CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT ADVISOR | $52K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BD AND ASSOCIATES CPAS, PLLC | 27-4279115 | — | AUDITOR | $9K | — |
Investments
39 direct securities· $13.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD BALANCED INDEX ADM; 63,723.101686 SHARES | — | — | — | $3.1M | 23.0% | |
| FIDELITY 500 INDEX; 10,316.173463 SHARES | — | — | — | $1.9M | 14.2% | |
| NUVEEN LIFECYCLE INDEX 2035; 39,547.295472 SHARES | — | — | — | $1.1M | 7.9% | |
| NUVEEN LIFECYCLE INDEX 2030; 29,518.523377 SHARES | — | — | — | $713K | 5.3% | |
| VANGUARD LIFESTRATEGY GROWTH INV; 13,592.542878 SHARES | — | — | — | $584K | 4.4% | |
| NUVEEN LIFECYCLE INDEX 2025; 22,249.261921 SHARES | — | — | — | $475K | 3.5% | |
| Nuveen Lifecycle Idx Rt Inc Inst | — | — | — | $470K | 3.5% | |
| NUVEEN LIFECYCLE INDEX 2050; 15,003.023735 SHARES | — | — | — | $451K | 3.4% | |
| Particpant Loans Participant loans receivable (interest rates 4.25% to 9.50%) | — | — | — | $440K | 3.3% | |
| NUVEEN LIFECYCLE INDEX 2040; 13,189.521775 SHARES | — | — | — | $386K | 2.9% | |
| NUVEEN LIFECYCLE INDEX 2045; 10,500.828442 | — | — | — | $324K | 2.4% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | — | — | — | $303K | 2.3% | |
| VICTORY NASDAQ 100 INDEX R6; 5,769.254388 SHARES | — | — | — | $292K | 2.2% | |
| FIDELITY MID CAP INDEX; 8,779.956823 SHARES | — | — | — | $291K | 2.2% | |
| AB LARGE CAP GROWTH I; 2,357.916608 SHARES | — | — | — | $256K | 1.9% | |
| VANGUARD EQUITY-INCOME ADM; 3,656.743732 SHARES | — | — | — | $253K | 1.9% | |
| NUVEEN LIFECYCLE INDEX 2060; 12,725.657985 SHARES | — | — | — | $251K | 1.9% | |
| FIDELITY TOTAL BOND; 30,641.127463 SHARES | — | — | — | $247K | 1.8% | |
| NUVEEN LIFECYCLE INDEX 2055; 8,282.217030 SHARES | — | — | — | $211K | 1.6% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL; 2,295.638024 SHARES | — | — | — | $180K | 1.3% | |
| FIDELITY INTERNATIONAL INDEX; 4,773.917668 SHARES | — | — | — | $170K | 1.3% | |
| PGIM HIGH YIELD R6; 40,665.029756 SHARES | — | — | — | $153K | 1.1% | |
| JPMORGAN LARGE CAP GROWTH R6; 1,718.56833 SHARES | — | — | — | $144K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADM; 1,185.038841 SHARES | — | — | — | $131K | 1.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6; 2,627.438889 SHARES | — | — | — | $123K | 0.9% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL; 1,853.006629 SHARES | — | — | — | $95K | 0.7% | |
| Vanguard REIT Index Adm | — | — | — | $92K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2065; 5,401.378221 SHARES | — | — | — | $77K | 0.6% | |
| NUVEEN LIFECYCLE INDEX 2020; 2,495.344903 SHARES | — | — | — | $47K | 0.4% | |
| DFA GLOBAL ALLOCATION 25/75 I; 2,982.486445 SHARES | — | — | — | $41K | 0.3% | |
| Dimensional DFA Glbl Alloc 25/75 I | — | — | — | $41K | 0.3% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL; 363.13824 SHARES | — | — | — | $30K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6; 1,056.931618 SHARES | — | — | — | $20K | 0.2% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $16K | 0.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL; 108.346821 SHARES | — | — | — | $11K | <0.1% | |
| GUGGENHEIM LIMITED DURATION; 421.612904 SHARES | — | — | — | $10K | <0.1% | |
| VANGUARD LONG-TERM INVESTMENT-GRADE ADM; 955.954084SHARES | — | — | — | $7K | <0.1% | |
| PIMCO INTERNATIONAL BOND (USD HEDGED) INSTL; 3,635.943574 SHARES | — | — | — | $6K | <0.1% | |
| LORD ABBETT LORD ABBETT BOND DEBENTURE R6; 331.801786 SHARES | — | — | — | $2K | <0.1% |
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