Mortgage Express, Llc 401(k) Profit Sharing Plan
Sponsored by Mortgage Express, Llc · EIN 931296762 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 117
- With balances
- 131
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 |
|---|---|---|
| M Group Investment Advisor, Llc CRD 160128 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Group Investment Advisor | Investment advisory (plan), Direct payment from the plan | $67,530 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $13,847 |