Mitchell Companies 401(k) Plan
Sponsored by Mitchell Companies, Llc · EIN 640917967 · Plan #001
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 339
- With balances
- 241
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services, Llc | Investment advisory (participants), Recordkeeping fees | $55,887 |
| Nationwide | Recordkeeping, Custodial (other), Custodial (securities) | $43,413 |
| Iron Fiduciary | Investment advisory (participants), Recordkeeping fees | $13,120 |
| Corporate Financial Services, Llc | Valuation, Participant loan processing, Participant communication | $8,434 |