Menemsha Development Group 401(k) Profit Sharing Plan
Sponsored by Menemsha Development Group · EIN 330517470 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 123
- With balances
- 191
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 |
|---|---|---|
| Integrated Wealth Concepts Llc CRD 284656 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrated Wealth Concepts, Llc | Investment advisory (plan) | $38,477 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $29,351 |
| Economic Group Pension Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,717 |