Magleby Professional Services 401(k) Plan
Sponsored by Magleby Professional Services · EIN 364718707 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 127
- With balances
- 160
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 |
|---|---|---|
| Caliber Wealth Management, Llc CRD 331165 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Caliber Wealth Management Llc | Investment advisory (plan) | $23,193 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $19,523 |