Mithun, Inc. Profit Sharing 401(k) Plan & Trust
Sponsored by Mithun, Inc. · EIN 911093821 · Plan #001
- Total assets
- $53.1M
- Net assets
- $53.1M
- Active participants
- 205
- With balances
- 310
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan) | $37,168 |
| Northwest Plan Services, Inc. | Recordkeeping, Participant loan processing, Sub-transfer agency fees | $29,693 |
| Wilmington Trust Co. | Custodial (securities), Trustee (institutional), Trustee (directed) | $14,979 |