Musson Bros., Inc. 401(k) Retirement Plan
Sponsored by Musson Bros., Inc. · EIN 390880737 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 172
- With balances
- 150
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $38,387 |
| Wipfli Llp | Recordkeeping, Participant loan processing, Participant communication | $16,483 |
| Kerberrose S.C. | Accounting | $8,000 |