Miter Brands 401(k) Plan
Sponsored by Mi Windows And Doors, Llc · EIN 951901059 · Plan #001
- Total assets
- $304M
- Net assets
- $304M
- Active participants
- 5,362
- With balances
- 6,076
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 |
|---|---|---|
| Valley Forge Investment Consultants, Inc. CRD 123898 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $326,553 |
| Valley Forge Investment Consultants | Investment advisory (plan) | $125,000 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $60,598 |