AUMdb

Midwest Technical Institute 401 K Plan

Sponsored by Midwest Technical Institute, Inc. · EIN 371347328 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
291
With balances
209

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
Bos Asset Management, Llc CRD 310632 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bos Asset Management, Llc Investment advisory (participants) $25,637
John Hancock Life Insurance Company Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $1,550