AUMdb

Mss 401(k) Plan

Sponsored by Midwest Special Services Inc · EIN 410746072 · Plan #002

Total assets
$7.0M
Net assets
$7.0M
Active participants
115
With balances
133

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Minnesota Life Insurance Company Claims processing, Recordkeeping, Custodial (other) $31,598
Commonwealth Financial Investment advisory (plan), Consulting fees $21,564