AUMdb

Microtec Inc 401(k) Retirement Plan

Sponsored by Microtec Inc. · EIN 930625831 · Plan #002

Total assets
$8.8M
Net assets
$8.8M
Active participants
66
With balances
95

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
Monarch Plan Advisors CRD 286612 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Monarch Plan Advisors. Investment advisory (plan), Direct payment from the plan $12,567
The Vanguard Group, Inc. Other fees, Participant loan processing, Direct payment from the plan $4,800