AUMdb

Mstiller Llc 401(k) Retirement Plan

Sponsored by Mstiller Llc · EIN 580673524 · Plan #001

Total assets
$21.3M
Net assets
$21.3M
Active participants
102
With balances
142

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

Linked investment advisers

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

Firm Match Plan year
Southbridge Advisors, Llc CRD 306075 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Servic Recordkeeping $38,295
Southbridge Advisors Investment advisory (participants), Investment advisory (plan), Securities brokerage $32,403