Mms Motorsports, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Mms Motorsports, Llc · EIN 822644152 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 292
- With balances
- 378
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $41,422 |
| Commonwealth Financial Network | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $28,253 |
| Futureplan By Ascensus | Accounting, Recordkeeping, Participant loan processing | $24,215 |
| Rockefeller Cap Mgmnt Ins Services | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $10,073 |