Duf6 401(k) Defined Contribution Plan
Sponsored by Mid America Conversion Services, Llc · EIN 300881363 · Plan #002
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 467
- With balances
- 555
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $26,167 |
| Blue And Company | Accounting | $8,810 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $7,244 |