AUMdb

M.P. Environmental Services, Inc. 401(k) Profit Sharing Plan

Sponsored by M.P. Environmental Services, Inc. · EIN 770262888 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
273
With balances
310

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
Barnes Wealth Management Group, Inc. CRD 132189 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $56,280
Barnes Wealth Management Group Investment advisory (plan), Consulting fees $25,017
Charles Schwab Trust Bank Custodial (securities), Shareholder servicing fees $0