Mbms 401 K Plan
Sponsored by Mbms, Llc · EIN 201751180 · Plan #003 · Newark, DE
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 174
- With balances
- 166
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $27,973 |
| Empower Annuity Insurance Company | Recordkeeping fees | $16,132 |
| Delaware Valley Retirement Inc. | Contract administrator | $12,345 |