Member Solutions 401(k)
Sponsored by Members Benefits Corp · EIN 461357384 · Plan #002
- Total assets
- —
- Net assets
- —
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,753 |
| Pentegra Services, Inc. Tpa Divisio | Recordkeeping, Participant loan processing, Recordkeeping fees | $17,032 |
| Gwn Securities, Inc. | Other services | $14,977 |
| Creative Planning Llc | Investment advisory (plan) | $4,405 |
| Members Benefit Corp | Plan administrator | $2,643 |