AUMdb

Mortgage Investors Group 401(k) Retirement Plan

Sponsored by Mortgage Investors Group · EIN 830310268 · Plan #001

Total assets
$30.2M
Net assets
$30.2M
Active participants
269
With balances
351

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
American Trust Company Contract administrator, Recordkeeping, Consulting (pension) $90,891
Rather & Kittrell Capital Mgnt. Investment advisory (plan), Direct payment from the plan $85,197
Tennessee Pension Administrators Contract administrator $17,875