AUMdb

Monosol 401(k) Profit Sharing Plan

Sponsored by Monosol, Llc · EIN 752937556 · Plan #001

Total assets
$62.4M
Net assets
$62.4M
Active participants
355
With balances
415

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wells Fargo Clearing Services Llc Investment advisory (plan) $63,910
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$62,796