Mfa 401(k) Plan
Sponsored by Mfa Benefits Llc · EIN 541278483 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 13,826
- With balances
- 3,408
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 |
|---|---|---|
| Able Wealth Management Llc CRD 298085 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $164,230 |
| Able Wealth Management Llc | Investment advisory (plan) | $119,336 |
| Cambridge Investment Research | Investment advisory (plan) | $70,589 |
| Ggm Associates Inc | Consulting (general) | $20,000 |
| Pease Bell Cpas | Accounting | $11,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,886 |