Mid State Management, Inc. 401(k) Plan
Sponsored by Mid State Management, Inc. · EIN 043139858 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 340
- With balances
- 294
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $17,299 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $14,115 |
| Empower Advisory Group, Llc | Investment management | $3,419 |
| The Angell Pension Group, Inc. | Contract administrator | $3,363 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |