Maternohio 401(k) Profit Sharing Plan And Trust
Sponsored by Maternohio Clinical Associates, Llc · EIN 201308320 · Plan #001
- Total assets
- $63.0M
- Net assets
- $63.0M
- Active participants
- 132
- With balances
- 194
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wealthlet Advisory Llc CRD 282885 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $22,281 |
| Llc Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $14,974 |
| Milliman, Inc. | Recordkeeping, Copying and duplicating, Participant loan processing | $8,239 |
| Wellth Advisory | Investment advisory (plan), Direct payment from the plan | $5,174 |