AUMdb

Montauk Energy Holdings, Llc 401(k) Profit Sharing Plan Trust

Sponsored by Montauk Energy Holdings, Llc · EIN 320325360 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
121
With balances
144

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $31,881
Empower Annuity Insurance Company O Recordkeeping fees $23,248
Baker Tilly Us, Llp Accounting $13,230
Empower Advisory Group, Llc Investment management $7,785