AUMdb

Macro Pro, Inc. 401(k) Plan

Sponsored by Macro Pro, Inc. · EIN 330387596 · Plan #001

Total assets
$22.2M
Net assets
$22.2M
Active participants
143
With balances
161

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
Creative Planning, Llc CRD 105348 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Holdco Llc Investment advisory (plan) $34,329
Empower Annuity Insurance Company Recordkeeping fees $11,574