Mechanical Services & Design Inc. 401(k) Plan
Sponsored by Mechanical Services & Design Inc. · EIN 311105654 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 223
- With balances
- 309
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $81,746 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,725 |
| Ameriprise Financial Services Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |