Original filing (PDF)20241015160538NAL0029045713001

MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC

Name: MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC — NORSTELLA 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC

Form 5500

FILING_RECEIVED

NORSTELLA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

1,300

Accounts w/ balance

1,107

Plan assets (EOY)

$69.3M

Net assets (EOY)

$69.3M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC.

Plan sponsor

Name

MANAGED MARKETS INSIGHTS & TECHNOLOGY LLC

EIN

27-3143658

Address

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

Phone

(800) 634-7226

Industry

Manufacturingsee all

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	—

TPA / Administrator

Name	EIN	Location	Relation

Investments

2 pooled funds· $0(0% 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.

Investment	Type	Current value	% of plan
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%