Regional Mso Llc Savings Plan
Sponsored by Regional Mso Llc · EIN 465155055 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 0
- With balances
- 88
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Citrin Cooperman & Company Llp | Accounting | $31,500 |
| Ubs Financial Services Inc | Other commissions | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$25,754 |