AUMdb

Mona Electric Group, Inc. 401(k) Retirement Plan

Sponsored by Mona Electric Group, Inc. · EIN 520846122 · Plan #002

Total assets
$19.0M
Net assets
$19.0M
Active participants
78
With balances
120

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 Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $66,638
Raymond James Financial Services Investment advisory (plan), Other fees $0