AUMdb

Mele Associates, Inc. 401(k) Profit Sharing Plan

Sponsored by Mele Associates, Inc. · EIN 521819489 · Plan #001

Total assets
$26.6M
Net assets
$26.2M
Active participants
249
With balances
243

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
Alerus Financial, N.A. Investment advisory (plan) $52,265
Cbiz Benefits & Insurance Services Accounting, Plan administrator, Recordkeeping $640