M3 Usa Corp 401(k) Profit Sharing Plan And Trust
Sponsored by M3 Usa Corporation · EIN 710955864 · Plan #001
- Total assets
- $58.1M
- Net assets
- $58.1M
- Active participants
- 642
- With balances
- 664
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 |
|---|---|---|
| Pointoak Retirement Advisors, Llc CRD 314866 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pointoak Retirement Advisors | Investment advisory (plan) | $55,250 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $48,286 |
| Atlantic Pension Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,301 |
| Transamerica Trust Company | Trustee (institutional) | $208 |