Midcap Financial Services, Llc 401(k) Plan
Sponsored by Midcap Financial Services, Llc · EIN 263242056 · Plan #001
- Total assets
- $64.2M
- Net assets
- $64.2M
- Active participants
- 308
- With balances
- 338
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $45,895 |
| Osaic Wealth Inc | Recordkeeping, Trustee (institutional), Other services | $18,509 |
| Securities America Advisors, Inc. | Recordkeeping, Trustee (institutional), Other services | $16,292 |