Monnig Global 401(k) Profit Sharing Plan & Trust
Sponsored by Monnig Global · EIN 921391419 · Plan #003
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 451
- With balances
- 556
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 |
|---|---|---|
| The Central Trust Bank CRD 149262 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $53,656 |
| Central Trust Company | Investment advisory (plan) | $26,048 |