Monroe Medi Trans, Inc. Employee 401(k) Plan
Sponsored by Monroe Medi Trans, Inc. · EIN 161043764 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 167
- With balances
- 190
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Armbruster Capital Management, Inc. CRD 151590 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $22,200 |
| Armbruster Capital Management, Inc. | Investment advisory (participants), Investment advisory (plan) | $15,113 |
| Insero & Co., Cpa's, Llp | Accounting | $12,000 |