Pension Plan Of Masonicare Corporation And Its Affiliates
Sponsored by Masonicare Corporation · EIN 061435919 · Plan #001
- Total assets
- $687K
- Net assets
- $679K
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three Consulting | Investment advisory (plan), Direct payment from the plan | $127,883 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $72,862 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $34,500 |
| Pkf O'connor Davies | Investment advisory (plan), Direct payment from the plan | $10,000 |