AUMdb

Mns, Ltd. Profit Sharing Plan

Sponsored by Mns, Ltd. · EIN 711007574 · Plan #001

Total assets
$266M
Net assets
$264M
Active participants
1,949
With balances
1,775

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
Gamco Asset Management Inc. CRD 104950 deterministic · 100% 2024
Atalanta Sosnoff Capital, Llc CRD 104880 deterministic · 100% 2024
Allspring Global Investments, Llc CRD 104973 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services, Llc Recordkeeping, Participant loan processing, Participant communication $354,555
The London Company Investment management, Investment management fees (direct) $129,755
Gamco Asset Management Inc. Investment management, Investment management fees (direct) $95,411
Atalanta Sosnoff Capital Corp Investment management, Investment management fees (direct) $74,859
Sageview Consulting (pension), Investment advisory (plan), Investment management fees (direct) $70,000
Allspring Global Investments Investment management, Investment management fees (direct) $59,398
Nuveen Investment management, Investment management fees (direct) $43,787
Mg Trust Co. Dba Matrix Trust Co. Custodial (other), Custodial (securities), Trustee (institutional) $8,000
Mscs Fs Div Of Broadridge Bpo, Llc Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees $0