Masonicare Corporation 401(k) Retirement Savings Plan
Sponsored by Masonicare Corporation · EIN 061435919 · Plan #002
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 2,000
- With balances
- 2,389
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $133,804 |
| Sageview Advisory Group, Llc | Consulting (general) | $77,642 |
| Pkf O'connor Davies, Llp | Accounting | $12,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,182 |