Mbo Professional Services Inc. 401(k) Plan
Sponsored by Mbo Professional Services Inc. · EIN 264179224 · Plan #001
- Total assets
- $52.5M
- Net assets
- $52.4M
- Active participants
- 3,154
- With balances
- 1,585
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $84,228 |
| Nfp Retirement Inc | Investment advisory (plan) | $17,500 |
| Weaver And Tidwell Llp | Consulting (general) | $10,500 |