Mid America Real Estate Corp. 401(k) Plan & Trust
Sponsored by Mid America Real Estate, Corp. · EIN 363323816 · Plan #002
- Total assets
- $47.6M
- Net assets
- $47.6M
- Active participants
- 247
- With balances
- 305
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan) | $63,062 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,892 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$29,127 |