Mindbank Consulting Group, L.L.C. 401(k) Profit Sharing Plan
Sponsored by Mindbank Consulting Group, L.L.C. · EIN 541852142 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 48
- With balances
- 115
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $21,741 |
| J.H. Cohn Llp | Accounting | $21,000 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $565 |