Mills James Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Mills James Inc · EIN 311141064 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 251
- With balances
- 289
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Morgan Stanley Global Banking Opera | Investment advisory (participants) | $31,490 |