Plan Snapshot
- Plan Sponsor: Managed Markets Insights & Technology LLC
- Sponsor EIN: 273143658
- Sponsor Address: 1040 STONY HILL RD, YARDLEY, PA, 19067
- Plan Type: 401(k)
- Total Participants: 1,300
- Total Assets: $69.3M
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. |
|---|---|---|---|---|
| 2023 | 1,300 | $69.3M | $3.4M | $8.6M |
| 2022 | 503 | $24.7M | $853,016 | $4.2M |
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 ANNUITY INSURANCE COMPANY | Investment Advisor | $210,318 | — | $210,318 |
| ALLIANT INSURANCE SERVICES INC. | Other Service Provider | $42,068 | — | $42,068 |
| EMPOWER ADVISORY GROUP, LLC | Recordkeeper | $24,800 | — | $24,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $277,186
- Estimated Expense Ratio: 0.400% 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 |
|---|---|---|---|---|---|
| 2023 | $138,593 | $105,159 | $21,034 | — | — |
| 2022 | $69,151 | — | — | — | — |