The Management Trust 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Management Trust (EIN 203911881)
  • Plan Type: 401(k)
  • Total Participants: 620
  • Total Assets: $15.3M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024620$15.3M$0$2.4M
2023624$14.2M$0$2.2M
2022614$11.5M$0$1.8M

Service Providers

  • ROORDA, PIQUET & BESSEE, INC. — Accountant / Independent Qualified Public Accountant

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