# Mra - The Management Association, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mra-the-management-association-inc-401k-plan

> Mra - The Management Association, INC.'s 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 205

- **Total Assets:** $26.7M

## 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.|

| 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|CONSULTING|$53,465|—|$53,465|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$47,516|—|$47,516|

| BLUE CHIP RETIREMENT SERVICES|CONTRACT ADMIN|$8,145|$10,000|$18,145|

| WEGNER CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRANCIS LLC](https://planprovider.pro/provider/francis-llc) — CONSULTING

- [WEGNER CPAS, LLP](https://planprovider.pro/provider/wegner-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $119,126

- **Estimated Expense Ratio:** 0.445% 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|$106,774|$53,465|$13,928|—|—|

| 2023|$96,254|$47,652|$8,490|—|—|

| 2022|$89,676|$34,234|$55,442|—|—|

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