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Original filing (PDF)20251010122923NAL0018523010001
M-FILES, INC.
Form 5500
FILING_RECEIVED
M-FILES 401K PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
110
Accounts w/ balance
128
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
42 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.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M-FILES, INC..
Plan sponsor
Name
M-FILES, INC.
EIN
90-0444506
Address
500 WEST 2ND STREET,19TH FLOOR · AUSTIN, TX · 78701
Phone
(972) 516-4210
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAUER & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $23K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | 42-1520346 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENTS | 20-0623152 | — | NONE | $0 | — |
Investments
42 direct securities· $11.8M(100% of reported assets)
Uncategorized
$11.7M
41 holdings
Mutual Funds
$53K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Equity Index 500 Investment | — | — | — | $1.7M | 14.2% | |
| T. Rowe Price Retirement 2035 Investment | — | — | — | $1.3M | 11.3% | |
| T. Rowe Price Retirement 2040 Investment | — | — | — | $1.1M | 9.7% | |
| T. Rowe Price Retirement 2055 Investment | — | — | — | $1.1M | 9.6% | |
| T. Rowe Price Retirement 2045 Investment | — | — | — | $1.1M | 9.4% | |
| T. Rowe Price Retirement 2050 Investment | — | — | — | $862K | 7.3% | |
| T. Rowe Price Balanced Investment | — | — | — | $542K | 4.6% | |
| American Century Select R6 | — | — | — | $537K | 4.6% | |
| T. Rowe Price Retirement 2025 Investment | — | — | — | $368K | 3.1% | |
| T. Rowe Price Dividend Growth Investment | — | — | — | $268K | 2.3% | |
| T. Rowe Price Retirement 2030 Investment | — | — | — | $257K | 2.2% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $237K | 2.0% | |
| T. Rowe Price Science & Technology Investment | — | — | — | $210K | 1.8% | |
| T. Rowe Price U.S. Treasury Money Investment | — | — | — | $202K | 1.7% | |
| T. Rowe Price Small Cap Value Investment | — | — | — | $200K | 1.7% | |
| T. Rowe Price U.S. Large Cap Core Investment | — | — | — | $194K | 1.7% | |
| T. Rowe Price Retirement 2060 Investment | — | — | — | $187K | 1.6% | |
| T. Rowe Price Global Stock Investment | — | — | — | $157K | 1.3% | |
| T. Rowe Price Communications & Tech Investment | — | — | — | $121K | 1.0% | |
| T. Rowe Price Health Science Investment | — | — | — | $115K | 1.0% | |
| T. Rowe Price Overseas Stock Investment | — | — | — | $98K | 0.8% | |
| T. Rowe Price Financial Services Investment | — | — | — | $95K | 0.8% | |
| T. Rowe Price Global Multi-Sector Bond | — | — | — | $94K | 0.8% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Investment | — | — | — | $87K | 0.7% | |
| T. Rowe Price New America Growth Investment | — | — | — | $83K | 0.7% | |
| T. Rowe Price Global Grwoth Stock Investment | — | — | — | $80K | 0.7% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $65K | 0.6% | |
| T. Rowe Price Retirement 2065 Investment | — | — | — | $55K | 0.5% | |
| s * T. Rowe Price New Asia Investment | Mutual Funds | — | — | $53K | 0.5% | |
| American Funds New World R6 | — | — | — | $48K | 0.4% | |
| T. Rowe Price Equity Income Investment | — | — | — | $43K | 0.4% | |
| T. Rowe Price Real Assets Investment | — | — | — | $28K | 0.2% | |
| T. Rowe Price Real Estate Investment | — | — | — | $28K | 0.2% | |
| Fidelity Advisor Japan I | — | — | — | $16K | 0.1% | |
| Principal Capital Appreciation Fund Institutional Class | — | — | — | $14K | 0.1% | |
| T. Rowe Price European Stock Investment | — | — | — | $10K | <0.1% | |
| PIMCO StocksPLUS International Fund | — | — | — | $9K | <0.1% | |
| T. Rowe Price Value Investment | — | — | — | $9K | <0.1% | |
| T. Rowe Price Global Real Estate Investment | — | — | — | $5K | <0.1% | |
| Money Market Account * T. Rowe Price Government Money Investment | — | — | — | $3K | <0.1% | |
| T. Rowe Price Spectrum Conservative Allocation Investment | — | — | — | $3K | <0.1% | |
| T. Rowe Price Latin America Investment | — | — | — | $1K | <0.1% |