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Original filing (PDF)20250929093628NAL0013658400001
MPHASIS CORPORATION
Form 5500
FILING_RECEIVED
MPHASIS CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,748
Accounts w/ balance
1,427
Plan assets (EOY)
$85.0M
Net assets (EOY)
$85.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 64 bps in Schedule C fees — 299% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MPHASIS CORPORATION.
Plan sponsor
Name
MPHASIS CORPORATION
EIN
95-4759720
Address
2301 MAITLAND CENTER PKWY · STE 165 · MAITLAND, FL · 327514128
Phone
(602) 604-3100
Industry
Professional & Technical Servicessee all
Plan administrator
Name
401K SAFE, LLC
EIN
83-0824803
City
ALBERTVILLE, AL
Phone
(256) 849-0585
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $156K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $387K | — |
| 401K SAFE 3(16) LLC | 83-0824803 | — | CONTRACT ADMINISTRATOR | $0 | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACTUARY | $0 | — |
Investments
39 direct securities · 2 pooled funds· $88.3M(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
$84.6M
39 holdings
Pooled Separate Account
$3.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $16.9M | 19.9% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $10.1M | 11.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $6.2M | 7.2% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $5.8M | 6.9% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $5.8M | 6.8% | |
| Nuveen Lifecycle Index 2050 Ins | — | — | — | $5.0M | 5.9% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $4.7M | 5.5% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $3.3M | 3.9% | |
| Principal Diversified International Separate Account | — | — | — | $3.0M | 3.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.0M | 3.6% | |
| Principal Fixed income guaranteed option | — | — | — | $2.4M | 2.8% | |
| Columbia Dividend Income Fund | — | — | — | $2.2M | 2.6% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $2.2M | 2.6% | |
| American Funds New World Fund Inc | — | — | — | $1.9M | 2.3% | |
| Voya Fixed Account | — | — | — | $1.4M | 1.6% | |
| PGIM Total Return Bond Fund | — | — | — | $1.3M | 1.5% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $1.2M | 1.4% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $1.1M | 1.2% | |
| Columbia Overseas Value Fund | — | — | — | $1.0M | 1.2% | |
| Fidelity Small Cap Index fund | — | — | — | $956K | 1.1% | |
| American Century Small Cap Growth Fund | — | — | — | $871K | 1.0% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $853K | 1.0% | |
| and maturity dates through 2039 - | — | — | — | $779K | 0.9% | |
| PGIM High Yield Fund | — | — | — | $695K | 0.8% | |
| Principal Global Real Estate Securities Separate Account | — | — | — | $625K | 0.7% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $625K | 0.7% | |
| American Century Small Cap Value Fund | — | — | — | $577K | 0.7% | |
| American Funds Balanced Fund | — | — | — | $551K | 0.6% | |
| iShares US Aggregate Bond Index Fund | — | — | — | $481K | 0.6% | |
| American Funds Inflation Linked Bond Fund | — | — | — | $452K | 0.5% | |
| Victory Sycamore Established Value Fund | — | — | — | $443K | 0.5% | |
| PIMCO Commodity Real Return Stratify Fund | — | — | — | $351K | 0.4% | |
| Virtus KAR Mid-Cap Growth Fund | — | — | — | $344K | 0.4% | |
| Nuveen Lifecycle Index Retirement Income Fund | — | — | — | $286K | 0.3% | |
| PGIM Jennison International Op | — | — | — | $280K | 0.3% | |
| Brandywine GLOBAL Opportunities Bond Fund | — | — | — | $206K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $198K | 0.2% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $141K | 0.2% | |
| (E) | — | — | — | $7K | <0.1% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $7K | <0.1% | |
| (E) | — | — | — | $1K | <0.1% |
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