Money Management International 401(k) match, vesting and fees
What Money Management International's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Ann Ins of America | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Money Management International: employer contribution per participant | $1,194 | |
| Peer median | $2,868 |
| Money Management International: average balance | $95,584 | |
| Peer median | $95,281 |
| Money Management International: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $40.4M at the end of plan year 2021 to $35.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 425 | $35.3M | $441K | $1,194 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 397 | $33.5M | $424K | $1,067 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 402 | $29.7M | $396K | $986 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 439 | $40.4M | $401K | $914 | 0.27% | Not published | Form 5500 ↗ |
Other Money Management International plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Money Management International Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Money Management International match 401(k) contributions?
The match terms for the Money Management International 401k Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $441K in employer contributions, about $1,194 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Money Management International 401(k) match vested?
The vesting schedule for the Money Management International 401k Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Money Management International 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Ann Ins of America. The plan administrator is Money Management International, Inc.
I left Money Management International. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Money Management International, Inc, (713) 394-3423) or the recordkeeper, Empower Ann Ins of America. The Money Management International old 401(k) page lists the contacts from every plan filing. Find an old Money Management International 401(k)
Data from the public Form 5500 annual reports Money Management International filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Money Management International. Not financial advice. Report a correction · Methodology