AUMdb

Msabc Multiple Employer 401(k) Plan

Sponsored by Mississippi Associated Builders & Contractors, Inc. · EIN 640415733 · Plan #333

Total assets
$10.2M
Net assets
$10.2M
Active participants
655
With balances
416

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 96% 2024
Magnolia Capital Advisors Llc CRD 298398 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) $97,373
Magnolia Capital Advisors Llc Investment advisory (plan) $32,579
Nova 401(k) Associates Lp Recordkeeping, Participant loan processing, Recordkeeping fees $22,374
Administrative Fiduciary Services Plan administrator $12,075
Raymond James And Associates Inc Investment advisory (plan) $2,441