How big is Managed Markets Insights & Technology LLC's plan?

Managed Markets Insights & Technology LLC's plan reported $69.3M in assets and 1,300 participants for 2023.

Original filing (PDF)20241015160538NAL0029045713001

Managed Markets Insights & Technology LLC

Name: Managed Markets Insights & Technology LLC — Form 5500 Plan 001 (2023)
Creator: Managed Markets Insights & Technology LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Norstella 401(k) Profit Sharing Plan

401(k) retirement plan · Managed Markets Insights & Technology LLC's Norstella 401(k) Profit Sharing Plan held $69.3M in plan assets for 1,300 participants in 2023, with Empower as recordkeeper.

Active participants

1,300

Accounts w/ balance

1,107

Plan assets (EOY)

$69.3M

Net assets (EOY)

$69.3M

Plan identifiers

Managed Markets Insights & Technology LLC's EIN is 27-3143658.

EIN 27-3143658

Plan number 001

Plan year 2023

ACK ID 20241015160538NAL0029045713001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Managed Markets Insights & Technology LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Managed Markets Insights & Technology LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC.

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How this plan invests

This plan

2 pooled trusts

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC

EIN

all filings

Address

1040 STONY HILL RD · STE #300 · YARDLEY, PA · 19067

Phone

(800) 634-7226

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	INVESTMENT ADVISOR	$105K	—

Investments

36 direct securities · 2 pooled funds· $68.9M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$38.2M

17 holdings

Common Collective Trusts

$14.4M

6 holdings

Other

$12.3M

1 holding

Other securities

$2.9M

9 holdings

Common Stocks

$733K

2 holdings

Participant loans

$343K

1 holding

Common Collective Trust

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$35.3M Fidelity$12.5M Vanguard$2.0M Franklin Templeton$2.0M BlackRock / iShares$831K Empower / Great-West$424K Prudential / PGIM$300K John Hancock$236K American Century

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Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANT INSURANCE SERVICES INC.	—	NEW YORK, NY	CONTRACT ADMIN	$21K	—

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$12.3M	17.8%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$8.6M	12.4%
American Funds 2045 Target Date Retirement Fund	Mutual Funds	—	—	$6.0M	8.7%
American Funds 2040 Target Date Retirement Fund	Mutual Funds	—	—	$5.3M	7.6%
American Funds 2055 Target Date Retirement Fund	Mutual Funds	—	—	$5.0M	7.2%
American Funds 2035 Target Date Retirement Fund	Mutual Funds	—	—	$4.6M	6.6%
American Funds 2050 Target Date Retirement Fund	Mutual Funds	—	—	$4.2M	6.1%
American Funds 2060 Target Date Retirement Fund	Mutual Funds	—	—	$4.0M	5.8%
American Funds 2030 Target Date Retirement Fund	Mutual Funds	—	—	$2.3M	3.4%
Franklin Dynatech Fund	Mutual Funds	—	—	$2.0M	2.8%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.8M	2.6%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$1.6M	2.3%
American Funds 2025 Target Date Retirement Fund	Mutual Funds	—	—	$1.4M	2.0%
Vanguard Growth Index Fund	Common Collective Trusts	—	—	$1.4M	2.0%
American Funds New Perspective Fund	Mutual Funds	—	—	$1.2M	1.8%
MFS International Diversification Fund	Mutual Funds	—	—	$863K	1.2%
BlackRock Mid-Cap Growth Equity Portfolio	Other securities	—	—	$831K	1.2%
American Funds 2065 Target Date Retirement Fund	Mutual Funds	—	—	$817K	1.2%
Vanguard Value Index Fund	Common Collective Trusts	—	—	$662K	1.0%
ClearBridge Small Cap Growth	Other securities	—	—	$543K	0.8%
Columbia Dividend Income Fund	Other securities	—	—	$538K	0.8%
Fixed Annuities EI FIXED ACCOUNT - SERIES CLAS	Common Stocks	—	—	$424K	0.6%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$366K	0.5%
Delaware Emerging Markets Fund	Other securities	—	—	$344K	0.5%
Loan PARTICIPANT LOAN	Participant loans	—	—	$343K	0.5%
Cohen & Steers Real Estate Securities Fund, Inc.	Common Stocks	—	—	$309K	0.4%
PGIM High Yield Fund	Other securities	—	—	$300K	0.4%
John Hancock Funds Disciplined Value Mid Cap Fund	Other securities	—	—	$236K	0.3%
Fidelity Advisor Total Bond Fund	Mutual Funds	—	—	$119K	0.2%
American Funds 2015 Target Date Retirement Fund	Mutual Funds	—	—	$87K	0.1%
American Century Inflation-Adjusted Bond Fund	Other securities	—	—	$68K	<0.1%
American Funds U.S. Government Securities Fund	Mutual Funds	—	—	$61K	<0.1%
AllianceBernstein Discovery Value	Other securities	—	—	$47K	<0.1%
American Funds 2020 Target Date Retirement Fund	Mutual Funds	—	—	$46K	<0.1%
Western Asset Core Bond Fund	Other securities	—	—	$27K	<0.1%
American Funds 2010 Target Date Retirement Fund	Mutual Funds	—	—	$16K	<0.1%
FIDELITY MIP CLASS II FIDELITY COMMINGLED POOL · EIN 04-3022712 / PN 025	Common Collective Trust	—	—	$0	<0.1%
STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000	Common Collective Trust	—	—	$0	<0.1%

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