AUMdb

The Mutual Group 401(k) Plan

Sponsored by Tmg Insurance Services, Llc · EIN 934564667 · Plan #002

Total assets
$184M
Net assets
$184M
Active participants
482
With balances
754

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $152,602
Morgan Stanley Global Ba Investment advisory (plan), Direct payment from the plan $64,304
Uhy Llp Accounting, Direct payment from the plan $9,000