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THE MANAGEMENT ASSOCIATION, INC. — THE MANAGEMENT ASSOCIATION, INC. ESOP, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015184508NAL0002774899002
THE MANAGEMENT ASSOCIATION, INC.
Form 5500
FILING_RECEIVED
THE MANAGEMENT ASSOCIATION, INC. ESOP
Defined-contribution retirement plan
Signals · 2
98% in single holding
No recordkeeper disclosed
Active participants
417
Accounts w/ balance
885
Plan assets (EOY)
$46.1M
Net assets (EOY)
$46.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE MANAGEMENT ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
THE MANAGEMENT ASSOCIATION, INC.
EIN
20-3911881
Address
5 PETERS CANYON RD STE 200 · IRVINE, CA · 926061404
Phone
(714) 619-5711
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ROORDA, PIQUET & BESSEE, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $46.1M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
The Management Association, Inc.
—
—
$13.0M
$45.2M
98.0%
Alerus Financial
—
—
$907K
$907K
2.0%
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Knocking points off
Top holding "The Management Association, Inc." is 98% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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