Midpen Property Management Corp. 403(b) Plan
Sponsored by Midpen Property Management Corp. · EIN 941738105 · Plan #001
- Total assets
- $49.2M
- Net assets
- $49.2M
- Active participants
- 577
- With balances
- 788
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $86,751 |
| Multnomah Group | Investment advisory (plan), Direct payment from the plan | $28,304 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |