R.E. Michel Company, Llc 401(k) Profit Sharing And Savings Plan
Sponsored by R.E. Michel Company, Llc · EIN 520577320 · Plan #002
- Total assets
- $92.8M
- Net assets
- $92.8M
- Active participants
- 1,994
- With balances
- 2,326
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $225,185 |
| Harbor Investment Advisory, Llc | Recordkeeping, Trustee (institutional), Other services | $60,041 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees, Securities brokerage | $52 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Other services | $0 |