Plan Ledger DOL Form 5500 · updated monthly

Money Management International, Inc401(k)

MONEY MANAGEMENT INTERNATIONAL 401K RETIREMENT PLAN · STAFFORD, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Money Management International, Inc reported $113,135 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,436 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.29% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,368th-largest of 5,688 plans among Texas employers on file, and the 2,165th of 4,798 in finance & insurance. In 2024, employees put in $2.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,270,473
Participants with balances369
Active participants307
Employer contributions$440,739
Employee contributions$1,304,157
Employer contribution per active participant$1,436
Average account balance$95,584
Benefits paid to participants$4,339,528
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.3M · 369 accts · $441K emplr
2023$33.5M · 397 accts · $424K emplr
2022$29.7M · 402 accts · $396K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,135
Total administrative$113,135
The Money Management International, Inc 401(k) match · 2024
Employer contribution per active participant$1,436
Median for plans this size$2,416
2024$1,436 per active participant
2023$1,067 per active participant
2022$1,242 per active participant

Money Management International, Inc's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LPL FINANCIAL CORPORATIONindirect comp
THE ALLOCATION COMPANY · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$113,135 · 0.33%
2023$68,159 · 0.22%
2022$100,344 · 0.29%
Same employer
Similar plansFinance & Insurance · Texas
Rally Credit Union TX$36.9M · 0.12%
Amoco Federal Credit Union TX$35.1M · 0.28%
Firstperryton Bancorp, Inc. TX$34.7M · 0.26%
Central Bancshares, Inc. TX$34.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541837741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.