Massana, Inc. Employees Savings Trust
Sponsored by Massana, Inc. · EIN 262005142 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 132
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $13,025 |
| Securities America Advisors Inc | Investment advisory (plan) | $11,874 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $1,600 |