Mumford & Miller 401(k) Profit Sharing Plan
Sponsored by Mumford & Miller Concrete, Inc. · EIN 510291685 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 104
- With balances
- 288
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial, Llc | Investment advisory (plan) | $31,929 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $24,219 |
| Atlantic Pension Services | Contract administrator | $1,550 |