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Sponsor portfolio

MIAA/MSAA

EIN 04-2642190-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
58
33 FORGE PARKWAY - FRANKLIN, MA 020383135508-541-7997
Plans on this EIN
2 filings
#001403b-$4.1M - 26 part#002TraditionalDB-$4.0M - 32 part

Retirement portfolio analytics

2 plans aggregated / $8.2M assets / 58 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • MIAA/MSAA PENSION (#001)51%
  • MIAA/MSAA RETIREMENT PLAN (#002)49%
Total $8.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MIAA/MSAA RETIREMENT PLAN (#002)32
  • MIAA/MSAA PENSION (#001)26
Total 58Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MIAA/MSAA PENSION PLAN

403b

Assets$4.1M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MIAA/MSAA RETIREMENT PLAN

TraditionalDB

Assets$4.0M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MIAA/MSAA PENSION PLAN403b$4.1M262025
002MIAA/MSAA RETIREMENT PLANTraditionalDB$4.0M322025
Retirement plans
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