# Man Investments Usa Holdings INC. 401(k) Plan
Source: https://planprovider.pro/companies/man-investments-usa-holdings-inc-401k-plan

> Man Investments Usa Holdings INC.'s 401(k) plan: 405 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Man Investments Usa Holdings INC.

- **Sponsor EIN:** 980503332

- **Sponsor Address:** 1345 AVENUE OF THE AMERICAS 21ST FL, NEW YORK, NY, 10105

- **Plan Type:** 401(k)

- **Total Participants:** 405

- **Total Assets:** $146.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|405|$146.2M|$4.1M|$6.3M|

| 2023|399|$113.1M|$3.1M|$5.0M|

| 2022|304|$93.6M|$3.0M|$4.5M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$170,738|—|$170,738|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $170,738

- **Estimated Expense Ratio:** 0.117% of plan assets

### 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|$170,738|—|—|—|—|

| 2023|$132,536|—|—|—|—|

| 2022|$130,598|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/man-investments-usa-holdings-inc-401k-plan)

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