AUMdb

My Nest Egg 401(k) Plan

Sponsored by Magna Hospitality Group, L.C. · EIN 650846862 · Plan #001

Total assets
$23.7M
Net assets
$23.4M
Active participants
2,870
With balances
3,548

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $82,722
Clifton Larson Allen Llp Accounting, Direct payment from the plan $52,618
Merrill Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (plan), Direct payment from the plan $50,830
The Angell Pension Group,Inc. Contract administrator, Direct payment from the plan, Other fees $29,368