Multicultural Community Services Of The Pioneer Valley, Inc. Retirement Plan & Trust
Sponsored by Multicultural Community Services Of The Pioneer Valley, Inc. · EIN 042667829 · Plan #001 · Springfield, MA
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 280
- With balances
- 163
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stone Financial And Wealth Advisors, Llc CRD 226690 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Custodial (securities), Participant communication | $71,953 |
| One Source Financial Group, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $7,395 |
| John S. Fitzgibbons, Cpa, Pc | Accounting | $0 |
| Stonex Financial | Investment advisory (participants), Investment advisory (plan), Insurance brokerage commissions | $0 |