Management Solutions 401(k) Plan
Sponsored by Management Solutions, Inc. · EIN 364780191 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 1,746
- With balances
- 8
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
| 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 |
|---|---|---|
| Empower Ann Insurance Co Of America | Recordkeeping fees | $394,447 |
| Creative Planning Holdco Llc | Investment advisory (plan) | $121,825 |
| Pinnacle Financial Services | Contract administrator, Other fees | $79,269 |
| Nppg Fiduciary Service Llc | Contract administrator | $43,698 |
| Management Solutions Inc | Other fees | $28,000 |
| Nppg Fiduciary Services Llc | Other fees | $5,109 |
| Mesirow Financial Investment Mgmt | Investment management | $3,248 |
| National Professional Planning Grou | Contract administrator | $1,175 |
| Mesirow Financial Investment Mngmnt | Investment advisory (plan) | -$368 |