AUMdb

Miami Heat Limited Partnership 401(k) Retirement Plan

Sponsored by Miami Heat Limited Partnership · EIN 592814942 · Plan #001

Total assets
$61.0M
Net assets
$61.0M
Active participants
507
With balances
531

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
Osaic Advisory Services, Llc CRD 171070 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Osiac Advisory Services, Llc Investment advisory (participants) $120,313
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $94,020
Definiti Recordkeeping, Direct payment from the plan, Recordkeeping fees $8,525