Plan Snapshot
- Plan Sponsor: Money Management International, INC
- Sponsor EIN: 541837741
- Sponsor Address: 12603 SOUTHWEST FREEWAY,STE 450MB 8, STAFFORD, TX, 77477
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $35.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 307 | $35.3M | $440,739 | $1.3M |
| 2023 | 397 | $33.5M | $423,590 | $1.3M |
| 2022 | 319 | $29.7M | $396,236 | $1.2M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | BROKER DEALER | — | $39,458 | $39,458 |
| THE ALLOCATION COMPANY | TPA | — | $16,535 | $16,535 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,993
- Estimated Expense Ratio: 0.159% 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 | $113,135 | — | — | — | — |
| 2023 | $68,159 | — | $68,159 | — | — |
| 2022 | $100,344 | — | — | — | — |