AUMdb

Mascaro Services, Inc. 401(k)/Profit Sharing Plan

Sponsored by Mascaro Services, Inc. · EIN 251799460 · Plan #002

Total assets
$50.7M
Net assets
$50.7M
Active participants
144
With balances
176

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $50,000
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $31,762
M2 B Retirement Consulting Consulting (general) $642
Wealth Management Systems Inc Other services $0
Empower Annuity Insurance Recordkeeping fees $0