Musculoskeletal Transplant Foundation 401(k) Profit Sharing Plan
Sponsored by Musculoskeletal Transplant Foundation · EIN 222803458 · Plan #001
- Total assets
- $240M
- Net assets
- $240M
- Active participants
- 1,326
- With balances
- 1,624
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $332,877 |
| Global Retirement Partners | Investment advisory (plan), Other fees | $80,000 |
| Clifton Larson Allen Llp | Accounting, Investment management fees (indirect) | $27,825 |
| Cliftonlarsonallen Llp | Accounting, Other fees | $0 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |