AUMdb

Mig 401(k) Plan

Sponsored by Moore Iacofano Goltsman, Inc · EIN 943116998 · Plan #001

Total assets
$40.0M
Net assets
$40.0M
Active participants
240
With balances
310

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
Accelerate Investment Advisors Llc Recordkeeping, Trustee (institutional), Other services $54,885
Kestra Advisory Services Recordkeeping, Trustee (institutional), Other services $5,683
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $4,727
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0