AUMdb

Monday Properties Services, Llc.401(k) Retirement Plan

Sponsored by Monday Properties Services, Llc · EIN 202783116 · Plan #001

Total assets
$23.4M
Net assets
$23.4M
Active participants
99
With balances
189

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
Investment advisory (participants) $44,355
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $16,403
Baker Tilly Us, Llp Accounting $11,865