M9 Solutions Retirement Plan
Sponsored by M9 Solutions, Llc · EIN 208545552 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 91
- With balances
- 150
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forusall Advisors | Investment advisory (plan), Direct payment from the plan, Float revenue | $29,022 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $7,760 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $9.2M | 91 | ack 20250930152215NAL0019605874001 |
| 01/01/2021 | $5.7M | 119 | ack 20250516092520NAL0031443616001 |