AUMdb

Mfow Supplementary Pension Plan

Sponsored by Board Of Trustees, Mfow Supplementary Pension Trust · EIN 946201677 · Plan #001

Total assets
$1.2M
Net assets
$1.2M
Active participants
2
With balances
0

Plan year beginning 08/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wright Investors Service Inc CRD 106302 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $30,022
Foster And Foster Actuarial, Direct payment from the plan $28,600
Zenith American Solutions Contract administrator, Direct payment from the plan $20,040
Trucker Huss Legal, Direct payment from the plan $13,740
Wright Investors' Service, Inc. Investment management, Investment management fees (direct) $13,000
Mfow Welfare Fund Recordkeeping, Direct payment from the plan $10,225