Mbs Asset Management, Llc 401(k) Plan
Sponsored by Mbs Asset Management Llc · EIN 275242020 · Plan #001
- Total assets
- $56.7M
- Net assets
- $56.7M
- Active participants
- 658
- With balances
- 667
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 |
|---|---|---|
| Bank Of America Na | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $231,831 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $80,027 |