Mrd Apartments, Llc 401(k)
Sponsored by Mrd Apartments, Llc · EIN 383541580 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 418
- With balances
- 277
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 |
|---|---|---|
| Tfo Wealth Partners, Llc CRD 124407 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $30,781 |
| Clark, Schaefer, Hackett & Co., In | Accounting | $11,530 |
| Tfo Wealth Partners Llc | Investment advisory (plan) | $11,400 |