AUMdb

Blue Mantis, Inc 401 K Plan

Sponsored by Blue Mantis, Inc · EIN 010504323 · Plan #001

Total assets
$32.6M
Net assets
$32.6M
Active participants
302
With balances
321

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Equity Services Llc Investment advisory (plan) $25,000
Capital Grp Retirement Plan Service Recordkeeping fees $22,136
The Pension Service Inc Contract administrator $21,572