Mra The Management Association, Inc. 401 K Plan
Sponsored by Mra The Management Association, Inc. · EIN 391096303 · Plan #003
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 205
- With balances
- 276
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $53,465 |
| Empower Annuity Insurance Company | Trustee (directed), Participant loan processing, Participant communication | $47,516 |
| Blue Chip Retirement Services | Other fees | $8,145 |