AUMdb

Mmr Group, Inc. Profit Sharing Plan

Sponsored by Mmr Group, Inc. · EIN 721046000 · Plan #002

Total assets
$85.8M
Net assets
$85.0M
Active participants
6,778
With balances
1,503

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 Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 98% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Employee Plan Compliance Co Of Loui Other services, Other fees, Contract administrator $103,069
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Direct payment from the plan $7,300
Wells Fargo Advisors Financial Netw Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0