Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $32.9M assets / 5 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MANAGEMENT & DEVELOPMENT ASSOCIATES, INC. DEFINED BENEFIT PLAN | Traditional DB | $31.2M | 3 | 2025 |
| #003 | MANAGEMENT & DEVELOPMENT ASSOCIATES, INC. PROFIT SHARING PLAN | Profit-sharing | $1.7M | 2 | 2025 |