AUMdb

Milsco Retirement Plan

Sponsored by Milsco, Llc · EIN 830897243 · Plan #001

Total assets
$33.2M
Net assets
$33.2M
Active participants
306
With balances
822

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
Intellicents Investment Solutions Inc CRD 107498 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant communication $37,861
Intellicents Investments Solutions Investment management, Investment management fees (direct) $22,500
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0