AUMdb

Millerbernd Manufacturing Company Profit Sharing Plan

Sponsored by Millerbernd Manufacturing Company · EIN 410648061 · Plan #002

Total assets
$34.9M
Net assets
$34.9M
Active participants
539
With balances
432

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
Mwm Wealth Advisory, Llc CRD 287705 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mwm Wealth Advisory, Llc Investment advisory (plan) $85,136
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $28,847
Tsc 401 K Accounting $3,065