Munro & Associates, Inc. 401(k) Plan
Sponsored by Munro & Associates, Inc. · EIN 382886422 · Plan #003
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 65
- With balances
- 120
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 |
|---|---|---|
| Lpl Financial | Recordkeeping, Trustee (institutional), Other services | $30,988 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $16,745 |