AUMdb

Msr/Rams Retirement Plan

Sponsored by Main Street Radiology At Bayside, Llc · EIN 113545588 · Plan #001

Total assets
$77.4M
Net assets
$77.4M
Active participants
349
With balances
408

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
Northwestern Mutual Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $37,375
Ascensus Llc Contract administrator, Recordkeeping, Participant loan processing $24,392
The Benefit Practice Recordkeeping, Direct payment from the plan, Other fees $16,550
Douglas Lane & Associates, Llc Direct payment from the plan, Securities brokerage commissions $14,801
Envestnet Retirement Solutions Direct payment from the plan, Other fees $9,157
Charles Schwab & Co. Direct payment from the plan, Securities brokerage commissions $150