Mortgage Equity Partners Retirement Plan
Sponsored by Mortgage Equity Partners, Llc · EIN 043545544 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 162
- With balances
- 224
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
| Millennium Investment Services CRD 108744 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial Services | Investment advisory (participants) | $24,834 |
| Millennium Investment And Ret | Investment advisory (participants) | $8,278 |
| John Hancock Life Insurance Company | Recordkeeping | $2,514 |