AUMdb

Microgendx 401(k) Profit Sharing Plan

Sponsored by Southwest Regional Pcr, Llc D/B/A Microgendx · EIN 261454419 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
89
With balances
138

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $15,686
Morgan Stanley Investment advisory (plan) $13,975