Mbs Textbook Exchange, Llc Profit Sharing Plan
Sponsored by Mbs Textbook Exchange, Llc · EIN 431379686 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2025 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $11,054 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,587 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $0 | 0 | ack 20251230101704NAL0010915731001 |
| 01/01/2024 | $112M | 483 | ack 20251014092357NAL0003480224001 |