AUMdb

Murrieta Development Co., Inc. Prevailing Wage Retirement Plan

Sponsored by Murrieta Development Co., Inc. · EIN 330313238 · Plan #002

Total assets
$4.5M
Net assets
$4.5M
Active participants
123
With balances
204

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $2,025
Commonwealth Financial Network Investment advisory (participants) $0