Managedpay 401(k) Retirement Plan
Sponsored by Managed Business Services, Inc. · EIN 880334350 · Plan #333
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 507
- With balances
- 288
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Consulting (general), Insurance services, Investment advisory (plan) | $52,311 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $50,224 |
| Bd And Associates Cpas, Pllc | Accounting, Direct payment from the plan | $8,500 |