AUMdb

Mlmic Deferred Profit Sharing And 401(k) Plan

Sponsored by Mlmic Services, Inc. · EIN 135471800 · Plan #001

Total assets
$187M
Net assets
$187M
Active participants
239
With balances
346

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $71,428
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $21,055
Fidelity Health Insurance Services Contract administrator, Other commissions $0