AUMdb

Mpi Incorporated 401(k) Plan

Sponsored by Mpi Incorporated · EIN 141500755 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
87
With balances
121

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Beyond Wealth Management Group, Llc CRD 293291 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Beyond Wealth Management Investment management, Other commissions $18,646
Mesirow Investment management, Other commissions $6,370
Ascensus Llc Recordkeeping, Participant loan processing, Direct payment from the plan $5,612
Compass 360 Llc Recordkeeping, Participant loan processing, Direct payment from the plan $1,000
United Of Omaha Recordkeeping, Participant loan processing, Direct payment from the plan $360