Mbo Partners Corporate 401 K Plan
Sponsored by Mbo Partners · EIN 222609042 · Plan #002
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 158
- With balances
- 203
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 |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan) | $7,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,724 |