Management Registry 401(K) Plan — Form 5500 plan (Management Registry, Inc)
Plain-English plan 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, Management Registry 401(K) Plan is a benefit plan reported by Management Registry, Inc under EIN 61-0863236 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,784 participants and $4,956,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Management Registry, Inc
- EIN
- 61-0863236
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 5,784
- End-of-year plan assets
- $4,956,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,784 | H, C | 20241015093236NAL0016062595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,956,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,956,093
- Net assets (BOY)
- $3,877,324
Income & contributions
- Employer contributions
- $439,181
- Participant contributions
- $924,603
- Total contributions
- $1,624,370
- Total income / additions
- $2,393,622
Expenses & distributions
- Benefits paid
- $1,050,618
- Administrative expenses
- $116,536
- Total expenses
- $1,314,853
- Net increase / (decrease)
- $1,078,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,493 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,915 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISORY | $0 | $11,823 | 2023 |
| Retirement Management Services, LLC | CONTRACT ADMINISTRATOR | $6,261 | $965 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $1,287 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Management Registry, Inc
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Principal Life Insurance Company — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Northwestern Mutual Wealth Mgmt — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation