AUMdb

The Mosser Group Employee Savings Plan And Trust

Sponsored by Wmog, Inc. · EIN 341133357 · Plan #003

Total assets
$19.4M
Net assets
$19.4M
Active participants
122
With balances
162

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
Merrill Lynch Investment advisory (plan) $35,415
Transamerica Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $16,362