M & R Corporate Services, Llc 401(k) Plan
Sponsored by M & R Corporate Services, Llc · EIN 205895435 · Plan #001 · Bay City, MI
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 100
- With balances
- 153
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 |
|---|---|---|
| Asset Allocation Strategies, Llc CRD 152339 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Asset Allocation Strategies Llc | Investment advisory (plan) | $20,634 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $16,805 |