AUMdb

Mail Services, Llc 401(k) Retirement Plan

Sponsored by Mail Services, Llc · EIN 208732530 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
213
With balances
140

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Cambridge Investment Research Investment advisory (plan) $30,623
Empower Annuity Insurance Co. Of Am Recordkeeping fees $17,267
The Finway Group Llc Contract administrator $8,856