Mortgage Connect Lp 401(k) Profit Sharing Plan
Sponsored by Mortgage Connect Lp · EIN 261671848 · Plan #001
- Total assets
- $16.0M
- Net assets
- $15.7M
- Active participants
- 897
- With balances
- 1,036
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 |
|---|---|---|
| Coury Firm Asset Management Llc | Recordkeeping, Trustee (institutional), Other services | $68,117 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $65,943 |