AUMdb

Mj 401 K Pep

Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #043

Total assets
$19.1M
Net assets
$19.1M
Active participants
400
With balances
371

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
Procourse Fiduciary Advisors, Llc CRD 164328 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Standcorp Financial Group Contract administrator, Recordkeeping, Custodial (other) $57,465
Procourse Fiduciary Advisors Llc Investment advisory (plan), Consulting fees $27,733