Mission1 St Group Inc 401 K Profit Sharing Plan And Trust
Sponsored by Mission1 St Group, Inc. · EIN 202921829 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 133
- With balances
- 221
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corp | Investment advisory (plan) | $32,695 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,237 |
| Leafhouse Financial Advisors | Investment advisory (plan) | $4,748 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,390 |