Micro Strategies, Inc 401(k) Profit Sharing Plan
Sponsored by Micro Strategies, Inc. · EIN 222464278 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 97
- With balances
- 136
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan | $82,728 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $15,306 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $3,994 |