Service By Medallion 401(k) & Retirement Plan
Sponsored by Service By Medallion · EIN 942537238 · Plan #002
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 141
- With balances
- 117
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan), Direct payment from the plan | $15,431 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $12,709 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |