AUMdb

Molecular Epidemiology, Inc. 401(k) Profit Sharing Plan

Sponsored by Molecular Epidemiology, Inc. · EIN 911759869 · Plan #001

Total assets
$34.1M
Net assets
$34.0M
Active participants
1,373
With balances
933

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 Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $69,108
Assuredpartners Financial Services Investment advisory (plan) $39,912
Hunnex And Shoemaker, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $33,311
M Holdings Securities, Inc. Investment advisory (plan) $24,528