AUMdb

Mesa Fully Formed 401(k) Plan

Sponsored by Mesa Fully Formed, Llc · EIN 271260137 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
262
With balances
164

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cwm Llc Investment management, Shareholder servicing fees $17,145
Nationwide Investment management, Shareholder servicing fees $13,163
Proaccount Investment advisory (participants) $2,324
Nationwide Investment management, Shareholder servicing fees $503