AUMdb

Mshs Group 401(k) Plan

Sponsored by Motor Services Hugo Stamp, Inc. · EIN 592347143 · Plan #001

Total assets
$66.6M
Net assets
$66.6M
Active participants
473
With balances
617

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
Provenance Wealth Advisors, Llc CRD 126529 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Provenance Wealth Advisors Llc Investment advisory (plan) $73,319
Empower Annuity Insurance Company O Recordkeeping fees $20,633
Metz & Associates Pllc Accounting $11,000
Moss Adams Llp Accounting $10,159