Plan Snapshot
- Plan Sponsor: Management Solutions, INC.
- Sponsor EIN: 364780191
- Sponsor Address: 7400 E ORCHARD RD 3055 N, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 1,746
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,746 | $0 | $1.5M | $4.6M |
| 2023 | 1,653 | $44.5M | $1.5M | $4.6M |
| 2022 | 1,296 | $32.0M | $1.1M | $3.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANN INSURANCE CO OF AMERICA | RECORDKEEPER | $394,447 | — | $394,447 |
| CREATIVE PLANNING HOLDCO LLC | INVESTMENT ADVISOR | $121,825 | — | $121,825 |
| PINNACLE FINANCIAL SERVICES | CONTRACT ADMIN | $79,269 | — | $79,269 |
| NPPG FIDUCIARY SERVICE LLC | CONTRACT ADMIN | $43,698 | — | $43,698 |
| MANAGEMENT SOLUTIONS INC | OTHER | $28,000 | — | $28,000 |
| NPPG FIDUCIARY SERVICES LLC | OTHER | $5,109 | — | $5,109 |
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $672,348
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $422,520 | $422,514 | — | — | — |
| 2023 | $310,669 | $310,664 | — | — | — |
| 2022 | $548,946 | — | $548,935 | — | — |