AUMdb

Mill Max Manufacturing Corporation Profit Sharing Plan

Sponsored by Mill Max Mfg. Corp · EIN 112246212 · Plan #001

Total assets
$73.6M
Net assets
$73.6M
Active participants
178
With balances
215

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Llc Rpcp Investment advisory (plan), Direct payment from the plan $107,562
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $72,202
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0