AUMdb

Monical Pizza Corporation Employees Retirement Pla

Sponsored by Monical Pizza Corporation · EIN 363185619 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
342
With balances
327

Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account

Linked investment advisers

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

Firm Match Plan year
Mesirow Financial Investment Management, Inc. CRD 111135 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Srvcs Recordkeeping fees $37,510
Mesirow Financial Investment Mgmnt Investment advisory (plan) $27,798
Monical Pizza Corporation Other fees $5,195