Plan Snapshot
- Plan Sponsor: Management Resources, INC.
- Sponsor EIN: 650633679
- Sponsor Address: 700 S ROYAL POINCIANA BLVD,, MIAMI SPRINGS, FL, 33166
- Plan Type: DC
- Total Participants: 153
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 153 | $2.6M | $0 | $0 |
| 2023 | 162 | $2.6M | $430,059 | $0 |
| 2022 | 134 | $2.0M | $571,015 | $0 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $16,625 | — | $16,625 |
| ROSALINE MENDOZA, CPA, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- ROSALINE MENDOZA, CPA, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,625
- Estimated Expense Ratio: 0.630% 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 | $20,276 | — | $20,276 | — | — |
| 2023 | $16,175 | — | $16,175 | — | — |
| 2022 | $15,600 | — | $15,600 | — | — |