AUMdb

Msg Global Solutions, Inc. 401(k) Profit Sharing Plan

Sponsored by Msg Global Solutions, Inc. · EIN 522265555 · Plan #001

Total assets
$15.9M
Net assets
$15.9M
Active participants
68
With balances
115

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $71,680
Commonwealth Tpa Solutions, Llc Contract administrator, Direct payment from the plan, Other services $1,760
Osaic Wealth, Inc. Other services, Other commissions, Other fees $0
Morningstar Investment Management Investment advisory (participants), Consulting fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0