AUMdb

Mrs Bpo, Llc 401(k) Plan

Sponsored by Mrs Bpo, Llc · EIN 261622570 · Plan #002

Total assets
$5.2M
Net assets
$5.2M
Active participants
275
With balances
90

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
Money Management Financial Services Llc CRD 288375 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Other fees, Participant loan processing, Recordkeeping $17,972
Bluefin Financial Investment advisory (plan), Direct payment from the plan $12,304