Md2 International, Llc Retirement Trust
Sponsored by Md2 International, Llc · EIN 912060837 · Plan #002
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 167
- With balances
- 200
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 |
|---|---|---|
| Park And Elm Investment Advisers Llc CRD 146233 | deterministic · 100% | 2024 |
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $104,397 |
| Assuredpartners Financial Services | Investment advisory (plan) | $43,581 |
| M Holdings Securities, Inc. | Investment advisory (plan) | $26,943 |
| Park + Elm Investment Advisers | Investment advisory (plan) | $8,981 |
| Hunnex And Shoemaker, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,750 |