M Financial Holdings Incorporated 401(k) Plan
Sponsored by M Financial Holdings Incorporated · EIN 931189872 · Plan #002
- Total assets
- $91.7M
- Net assets
- $91.7M
- Active participants
- 277
- With balances
- 444
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 |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Sub-transfer agency fees | $46,741 |