AUMdb

Southland Paving Inc. Employees Profit Sharing/401(k) Plan

Sponsored by Southland Paving Inc · EIN 330010538 · Plan #002

Total assets
$13.7M
Net assets
$13.7M
Active participants
124
With balances
173

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
M Group Investment Advisor, Llc CRD 160128 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
M Group Investment Advisors Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $45,285
Davis Bacon Pension Plans Inc Contract administrator, Consulting (pension), Valuation $26,885
The Vanguard Group Recordkeeping, Participant communication, Direct payment from the plan $15,297