Montereau, Inc. 401(k) Plan
Sponsored by Montereau, Inc. · EIN 731571795 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 299
- With balances
- 319
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 |
|---|---|---|
| Vista Investment Partners Ii, Llc CRD 327983 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $22,099 |
| Vista Investment Partners | Investment advisory (plan) | $8,318 |
| Usi Consulting Group Inc | Contract administrator | $3,810 |
| Trust Company Of Oklahoma | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $2,710 |