Mlsc Holding Co., Inc. Employees' Retirement Plan
Sponsored by Mlsc Holding Co. Inc. · EIN 262906608 · Plan #001
- Total assets
- $43.2M
- Net assets
- $43.2M
- Active participants
- 1,019
- With balances
- 1,088
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $221,099 |
| Soltis Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |