AUMdb

The Mru Invest In Your Future Plan

Sponsored by Management Resources, Inc. · EIN 650633679 · Plan #001

Total assets
$2.6M
Net assets
$2.6M
Active participants
153
With balances
163

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Transamerica Life Insurance Company Recordkeeping, Float revenue, Participant loan processing $16,625
The Benefit Practice Recordkeeping, Participant loan processing, Recordkeeping fees $3,125
Mesirow Financial, Inc. Investment advisory (plan) $526