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Form 5500 · Retirement plan · HUNTSVILLE, AL

4M RESEARCH, INC.

The filing calls this plan 4M RESEARCH, INC. 401(K) PLAN.

4M RESEARCH, INC. of HUNTSVILLE, AL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Septemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1388617 · plan 001 · plan year 2025, filed Jul 15, 2026

Participants at the start of the year
151
Contracts on file
1
Contract value
$2,316,045
Plan year end
September

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with STANDARD INSURANCE COMPANY.

The contracts held $2,316,045 at the end of the plan year, as reported on Schedule A.

$39,370 in agent commissions is disclosed across the contracts; CETERA WEALTH SERVICES, LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
STANDARD INSURANCE COMPANYAnnuity / GIC138September$2,316,045$39,370

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
4M RESEARCH, INC.
EIN 26-1388617
STANCORP FINANCIAL GROUP
Claims processing · Recordkeeping and information management · Custodian · EIN 93-1253576
$153,525
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$18,358,940
Paid out in benefits
$929,448
Participants at the start of the year
151
Participants with account balances
137

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 93-1253576
STANCORP FINANCIAL GROUP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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