Miner Enterprises Profit Sharing Plan
Sponsored by Miner Enterprises, Inc · EIN 362694314 · Plan #001
- Total assets
- $69.8M
- Net assets
- $69.8M
- Active participants
- 311
- With balances
- 449
Plan year beginning 04/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors | Investment advisory (plan), Direct payment from the plan | $87,879 |
| Sands Capital Management | Investment management, Investment management fees (direct), Securities brokerage commissions | $75,484 |
| Oneamerica Retirement Services Llc | Recordkeeping, Participant communication, Direct payment from the plan | $72,662 |
| Hunter Benefits Consulting Group | Investment advisory (plan), Direct payment from the plan | $13,800 |
| Sikich Llp | Accounting, Direct payment from the plan | $11,900 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |