Massachusetts Financial Services Company Defined Contribution Plan
Sponsored by Massachusetts Financial Services Company · EIN 042747644 · Plan #002
- Total assets
- $936M
- Net assets
- $936M
- Active participants
- 1,717
- With balances
- 2,527
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $5,276 |