AUMdb

Child Mind Institute, Inc. 401(k) Plan & Trust

Sponsored by Child Mind Institute, Inc. · EIN 800478843 · Plan #001

Total assets
$24.2M
Net assets
$24.2M
Active participants
383
With balances
380

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $80,993
United Benefit Pensions Inc. Contract administrator, Other services, Direct payment from the plan $11,335
Mml Investors Services Llc Other services, Other fees $0
Morningstar Investment Management Investment advisory (participants), Consulting fees $0
Wilshire Associates Llc Investment advisory (plan), Other investment fees and expenses $0