# Management Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/management-solutions-inc-401k-plan

> Management Solutions, INC.'s 401(k) plan: 1,746 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/templeton-and-company-llp) — 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|—|—|

## Similar Plans

- [The Navigators](https://planprovider.pro/companies/the-navigators-403b-plan) — 2,280 participants

- [Junior Achievement Usa](https://planprovider.pro/companies/junior-achievement-usa-401k-plan) — 989 participants

- [Focus On The Family](https://planprovider.pro/companies/focus-on-the-family-403b-plan) — 678 participants

- [The Colorado Coalition For The Homeless](https://planprovider.pro/companies/the-colorado-coalition-for-the-homeless-403b-plan) — 671 participants

- [Salud Family Health, INC.](https://planprovider.pro/companies/salud-family-health-inc-403b-plan) — 650 participants

- [Catholic Charities & Community Svc](https://planprovider.pro/companies/catholic-charities-community-svc-403b-plan) — 516 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/management-solutions-inc-401k-plan)

© 2026 PlanProvider.Pro