AUMdb

Mg24 Investments, Llc 401(k) Plan

Sponsored by Mg24 Investments, Llc Dba Gosch Ford Of Temecula · EIN 993027178 · Plan #001

Total assets
$13.2M
Net assets
$13.1M
Active participants
17
With balances
246

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
Transamerica Retirement Solutions, Recordkeeping, Float revenue, Participant loan processing $45,218
Bank Of America Na Investment advisory (plan) $38,589
Benefit Equity Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $19,766
Transition Finance Strategies Llc Recordkeeping, Participant loan processing, Recordkeeping fees $19,680