Plan Snapshot
- Plan Sponsor: Mra - The Management Association, INC.
- Sponsor EIN: 391096303
- Sponsor Address: N19 W24350 RIVERWOOD DRIVE, WAUKESHA, WI, 531881166
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 270
- Total Assets: $30.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 270 | $30.5M | $0 | $0 |
| 2024 | 205 | $26.7M | $776,075 | $1.5M |
| 2023 | 231 | $24.4M | $763,438 | $1.5M |
| 2022 | 213 | $20.9M | $804,913 | $1.3M |
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 |
|---|---|---|---|---|
| FRANCIS LLC | Other Service Provider | $49,805 | — | $49,805 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $38,649 | — | $38,649 |
| BLUE CHIP RETIREMENT SERVICES | Other Service Provider | $6,150 | $10,000 | $16,150 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,604
- Estimated Expense Ratio: 0.343% 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 |
|---|---|---|---|---|---|
| 2025 | $3,485,743 | — | $9,245 | — | — |
| 2024 | $106,774 | $53,465 | $13,928 | — | — |
| 2023 | $96,254 | $47,652 | $8,490 | — | — |
| 2022 | $89,676 | $34,234 | $55,442 | — | — |