Mid Minnesota Legal Assistance 403(b) Retirement Plan
Sponsored by Mid Minnesota Legal Assistance · EIN 411412710 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.6M
- Active participants
- 175
- With balances
- 265
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Efs Advisors Llc CRD 115211 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Efs Advisors | Investment advisory (participants), Investment advisory (plan) | $56,995 |
| Penserv Plan Services, Inc. | Recordkeeping, Recordkeeping fees | $17,020 |
| Mg Trust Company Llc | Custodial (securities), Account maintenance fees | $8,485 |