Mfow Money Purchase Pension Plan
Sponsored by Board Of Trustees, Mfow Money Purchase Pension Plan · EIN 946201677 · Plan #002
- Total assets
- $41.7M
- Net assets
- $41.7M
- Active participants
- 319
- With balances
- 0
Plan year beginning 06/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $71,896 |
| Dodge & Cox | Investment management, Direct payment from the plan, Soft dollars commissions | $60,058 |
| Us Bank | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $27,908 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $18,909 |
| Stephen Horn Insurance | Direct payment from the plan, Insurance brokerage commissions | $12,174 |
| M.F.O.W. Welfare Fund | Contract administrator, Direct payment from the plan | $9,002 |
| Trucker Huss, Apc | Legal, Direct payment from the plan | $7,717 |
| Leonard Carder, Llp | Legal, Direct payment from the plan | $6,316 |