AUMdb

Malnati Organization 401(k) Savings Plan

Sponsored by Malnati Organization, Llc · EIN 363308841 · Plan #001

Total assets
$28.5M
Net assets
$28.5M
Active participants
1,435
With balances
671

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Servc Recordkeeping fees $48,330
Global Retirement Partners Llc Investment advisory (plan) $37,496
Dowell Group Llp Contract administrator $3,825