Messerli & Kramer, P.A. Savings & Retirement Plan
Sponsored by Messerli & Kramer, P.A. · EIN 411767334 · Plan #001
- Total assets
- $45.9M
- Net assets
- $45.8M
- Active participants
- 274
- With balances
- 395
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 |
|---|---|---|
| Nwps | Recordkeeping, Recordkeeping fees, Participant loan processing | $35,615 |