M & J Management Group Employees 401(k) Plan
Sponsored by M & J Management Corporation · EIN 251200758 · Plan #002
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 477
- With balances
- 159
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $29,499 |
| First National Trust Company | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $21,027 |