Mid South Regional Council Local 318 Money
Sponsored by Mid South Regional Council Local 318 Money Purchase Pension Trust · EIN 630875713 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 06/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico Investment Advisors | Custodial (securities), Investment management | $10,604 |
| Highland Capital Management | Investment management | $10,508 |
| Southern Benefit Administrators Inc | Plan administrator | $4,650 |
| Quinn, Connor, Weaver & Davies | Legal | $750 |
| Mutual & Exchange Traded Funds | Custodial (securities), Investment management | $0 |