Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$26.1M
Filings through .
2 plans aggregated / $26.4M assets / 156 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MBI DIRECT MAIL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $26.1M | 90 | 2025 |
| #004 | MBI DIRECT MAIL + DIGITAL, INC. 401K PLAN | 401(k) | $288K | 66 | 2025 |