AUMdb

Midwest Engineered Systems Group 401(k) Plan

Sponsored by Midwest Engineered Systems, Inc. · EIN 391748087 · Plan #002

Total assets
$15.0M
Net assets
$15.0M
Active participants
152
With balances
172

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
Next Level Wealth Planning, Llc CRD 327644 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Next Level Planning Consulting (general), Insurance agents and brokers, Investment advisory (participants) $33,745
John Hancock Recordkeeping $32,853