Bcom3 Cash Balance Plan
Sponsored by Mms Usa Holdings, Inc. · EIN 362677628 · Plan #003
- Total assets
- $136M
- Net assets
- $135M
- Active participants
- 360
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Telus Health (Us) Ltd | Recordkeeping, Recordkeeping fees | $578,006 |
| Aon Investments Usa Inc. | Consulting (pension), Direct payment from the plan | $248,862 |
| Aon Consulting, Inc. (Nj) | Actuarial, Consulting (pension), Direct payment from the plan | $156,667 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan, Float revenue | $155,087 |
| Willis Towers Watson Us Llc | Consulting (pension), Direct payment from the plan | $34,922 |
| Mitchell & Titus, Llp | Accounting, Direct payment from the plan | $29,000 |
| Marathas Barrow Weatherhead | Legal, Direct payment from the plan | $22,713 |