# Money Management International, INC 401(k) Plan
Source: https://planprovider.pro/companies/money-management-international-inc-401k-plan

> Money Management International, INC's 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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