Mfs Supply, Llc 401 K Plan
Sponsored by Mfs Supply, Llc · EIN 204935387 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 140
- With balances
- 178
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 |
|---|---|---|
| Vantage Financial Group, Inc. CRD 105950 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $15,607 |
| Vantage Financial Group, Inc | Investment advisory (plan) | $13,780 |
| The Vanguard Group, Inc. | Recordkeeping fees | $10,801 |
| Meaden & Moore, Ltd. | Accounting | $6,005 |
| Trinity Pension Consultants, Inc. | Other services, Contract administrator | $3,369 |
| Empower Advisory Group | Investment management | $1,217 |