Eustis Mortgage Corporation Incentive Retirement Plan
Sponsored by Eustis Mortgage Corporation · EIN 720484657 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 139
- With balances
- 211
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Richey, May & Co., Llp | Accounting | $13,450 |
| Mesirow Financial Investment Mgt., | Investment management | $7,614 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $3,040 |