Mentor Technical Group Corp. Profit Sharing And Savings Plan
Sponsored by Mentor Technical Group Corp. · EIN 660596427 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 482
- With balances
- 224
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance | Recordkeeping fees | $27,535 |
| Independent Financial Group Llc | Investment advisory (plan) | $17,549 |