Mea Messa Mea Financial Services Staff Retirement Plan & Trust
Sponsored by Michigan Education Association · EIN 380827000 · Plan #001
- Total assets
- $700M
- Net assets
- $700M
- Active participants
- 545
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Michigan Education Association | Employee (plan), Plan administrator, Other services | $644,151 |
| Income Research & Management Inc. | Investment management | $466,737 |
| Marquette Associates | Investment advisory (plan), Consulting (general) | $382,200 |
| Milliman | Actuarial | $167,244 |
| Novara Tesija Catenacci, Pllc | Legal | $80,714 |
| Northern Trust | Direct payment from the plan, Investment management fees (direct) | $71,690 |
| Milliman | Recordkeeping | $29,260 |
| Maner Costerisan, P.C. | Accounting | $26,200 |