Amli Residential Properties 401(k) Plan
Sponsored by Amli Management Company · EIN 363207100 · Plan #001
- Total assets
- $79.5M
- Net assets
- $79.5M
- Active participants
- 794
- With balances
- 1,037
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $89,959 |
| Creative Planning Holdco Llc Dba Cr | Investment advisory (plan) | $42,497 |
| Mesirow Financial Investment Manage | Investment management | $7,284 |
| Qdro Consultants Company, Llc | Other fees | $300 |