Mto Profit Sharing Plan
Sponsored by Munger, Tolles & Olson Llp · EIN 952156481 · Plan #003
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 323
- With balances
- 341
Plan year beginning 01/01/2021 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2021 |
| Five Speed Financial Planning Llc CRD 339660 | fuzzy_auto · 99% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,503 |
| Wells Fargo Bank, N.A. | Recordkeeping, Trustee (institutional), Direct payment from the plan | $21,323 |
| Schultz Financial Group Inc | Investment advisory (participants), Direct payment from the plan | $10,600 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $9,500 |
| City National Rochdale Llc | Investment advisory (participants), Direct payment from the plan | $6,045 |