Mitchell Grocery Corporation Profit Sharing/401(k) Plan
Sponsored by Mitchell Grocery Corporation · EIN 630499227 · Plan #002
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 888
- With balances
- 837
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $56,489 |
| Waverly Advisors Llc | Investment advisory (plan) | $45,467 |