AUMdb

Mainsail Property Management 401(k) Plan

Sponsored by Mainsail Property Management, Ll · EIN 204521317 · Plan #001

Total assets
$14.5M
Net assets
$14.5M
Active participants
747
With balances
425

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $44,712
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Mesirow Financial Investment Manage Participant loan processing, Direct payment from the plan $0
Newyork Life Other services, Other fees $0