AUMdb

Mfsaving Retirement Plan

Sponsored by Massachusetts Financial Sevices Company · EIN 042747644 · Plan #015

Total assets
$575M
Net assets
$575M
Active participants
1,691
With balances
2,363

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $10,925