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Sponsor portfolio

MMX MANAGEMENT, LLC

EIN 27-1449274-financial services-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
7
1515 NORTH FEDERAL HIGHWAY, SUITE 3 - BOCA RATON, FL 33432917-518-0245mmxmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$2.6M - 3 part#001401k-$1.6M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • MMX MANAGEMENT 401(K) (#001)38%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MMX MANAGEMENT 401(K) (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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#002

MMX MANAGEMENT CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MMX MANAGEMENT 401(K) PLAN

401k

Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MMX MANAGEMENT CASH BALANCE PLANCashBalance$2.6M32024
001MMX MANAGEMENT 401(K) PLAN401k$1.6M42025
Retirement plans
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