AUMdb

Mevion Medical Systems Inc. 401(k) Profit Sharing Plan

Sponsored by Mevion Medical Systems Inc. · EIN 200794350 · Plan #001

Total assets
$19.6M
Net assets
$19.6M
Active participants
143
With balances
204

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
New World Advisors Llc CRD 296798 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
New Wealth Advisors, Llc Investment advisory (plan) $15,000
Jpmorgan Invest Holdings Llc Recordkeeping fees $721