2023 Form 5500 filing — Management Registry 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015093236NAL0016062595001) for Management Registry 401(K) Plan, reported by Management Registry, Inc under EIN 61-0863236 and plan number 001. It reports 5,784 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093236NAL0016062595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Management Registry, Inc
- EIN
- 61-0863236
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 5,784
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,956,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,956,093
- Employer contributions
- $439,181
- Participant contributions
- $924,603
- Total income / additions
- $2,393,622
- Benefits paid
- $1,050,618
- Administrative expenses
- $116,536
- Total expenses
- $1,314,853
- Net increase / (decrease)
- $1,078,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,493 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,915 | $0 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISORY | $0 | $11,823 |
| Retirement Management Services, LLC | CONTRACT ADMINISTRATOR | $6,261 | $965 |
| Strategic Advisors, Inc. | ADVISOR | $1,287 | $0 |