AUMdb

Mountain West Group 401(k) Plan

Sponsored by Mountain West Retirement Corporation · EIN 931263839 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
1,200
With balances
244

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Raymond James Fsa Inc Investment advisory (participants) $12,230
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $2,282