Original filing (PDF)20251015184508NAL0002774899002

THE MANAGEMENT ASSOCIATION, INC.

Name: THE MANAGEMENT ASSOCIATION, INC. — THE MANAGEMENT ASSOCIATION, INC. ESOP, Form 5500 (2024)
Creator: THE MANAGEMENT ASSOCIATION, INC.

Form 5500

FILING_RECEIVED

THE MANAGEMENT ASSOCIATION, INC. ESOP

Defined-contribution retirement plan

Signals · 2

98% in single holdingNo 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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MANAGEMENT ASSOCIATION, INC..

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 Estatesee 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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