Mahindra Usa, Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Mahindra Usa, Inc · EIN 760438770 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 257
- With balances
- 226
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $32,821 |
| Rbc | Recordkeeping, Trustee (institutional), Other services | $25,051 |
| Concurrent Investment Advisors, Llc | Recordkeeping, Trustee (institutional), Other services | $8,748 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |