AUMdb

Midland Industries, Llc Safe Harbor 401(k) Plan & Trust

Sponsored by Vianney Industries, Llc, Dba Midland Industries · EIN 431793519 · Plan #001

Total assets
$20.0M
Net assets
$20.0M
Active participants
164
With balances
184

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
Tfb Advisors, Llc CRD 321870 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tfb Advisors, Llc Insurance agents and brokers, Investment advisory (plan) $44,696
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees $18,352
Tax Favored Benefits, Inc. Contract administrator, Account maintenance fees $3,476
Ascensus Llc Recordkeeping $0

Filing history

Plan year Assets Participants Source
01/01/2024 $20.0M 164 ack 20251126111146NAL0009275298001
01/01/2021 $18.1M 147 ack 20250711153442NAL0009760736001