AUMdb

Mv Advancements Profit Sharing Plan

Sponsored by Mv Advancements · EIN 930568833 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
103
With balances
103

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $23,459
Lpl Financial Corporation Rpcp Investment advisory (plan), Consulting fees $6,988