Management Registry, Inc.'s EIN is 61-0863236.
Download the official 2024 Form 5500 (PDF) for Management Registry, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Management Registry, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | INVESTMENT ADVISORY | $0 | — |
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.
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| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES, LLC | 31-1560462 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANAGEMENT REGISTRY INC | 61-0863236 | — | ACCOUNTANT | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds FDS 2030 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $817K | 13.4% | |
| American Funds FDS 2050 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $754K | 12.3% | |
| American Funds FDS 2035 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $734K | 12.0% | |
| American Funds FDS 2045 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $701K | 11.4% | |
| American Funds FDS 2040 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $607K | 9.9% | |
| American Funds FDS 2055 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $457K | 7.5% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $434K | 7.1% | |
| American Funds FDS 2020 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $303K | 4.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $273K | 4.5% | |
| Participant Loans from 2025 to 2030 -0- | Participant loans | — | — | $185K | 3.0% | |
| AB Small Cap Growth Portfolio Fund Mutual Fund ** 899 Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $167K | 2.7% | |
| American Funds FDS 2025 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $157K | 2.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $92K | 1.5% | |
| American Funds FDS 2060 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $73K | 1.2% | |
| T. Rowe Price Real Estate Fund Inc Mutual Fund ** 917 iShares MSCI EAFE International Index Fund Mutual Fund | Common Collective Trusts | — | — | $52K | 0.9% | |
| American Funds FDS 2015 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $46K | 0.7% | |
| Hartford Core Equity Fund Mutual Fund | Other securities | — | — | $38K | 0.6% | |
| American Funds FDS 2065 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $35K | 0.6% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $28K | 0.5% | |
| PIMCO GNMA Government Securities Fund Mutual Fund | Agency / Mortgage-Backed | — | — | $25K | 0.4% | |
| Principal Core Fixed Income Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $24K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $24K | 0.4% | |
| Principal Fixed Income Guaranteed Option Insurance General Account | Other securities | — | — | $21K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $20K | 0.3% | |
| T. Rowe Price Mid-Cap Value Fund Inc Mutual Fund | Common Stocks | — | — | $20K | 0.3% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $15K | 0.2% | |
| Invesco Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Principal Diversified International Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $6K | <0.1% | |
| American Funds Corp Bond R6 Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| PGIM High Yield R6 Fund Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| DFA Inflation Protected Security I Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fed Hermes Cap Preserve Fund Common Collective Trust | Common Collective Trusts | — | — | $3K | <0.1% | |
| FEDERATED HERM CAP PRES R6P FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds FDS 2010 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
