Mullen & Filippi 401(k) Profit Sharing Plan
Sponsored by Mullen & Filippi, Llp · EIN 941125789 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 126
- With balances
- 222
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $37,783 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $14,968 |