Melissa Data Corporation 401(k) Profit Sharing Plan And Trust
Sponsored by Melissa Data Corporation · EIN 330477743 · Plan #001
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 182
- With balances
- 199
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 |
|---|---|---|
| Lpl Financial Llc | Recordkeeping, Trustee (institutional), Other services | $58,267 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $24,016 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $4 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |