Monte Nido Holdings 401(k) Retirement Plan
Sponsored by Monte Nido & Affiliates · EIN 954552790 · Plan #001 · South Miami, FL
- Total assets
- $20.4M
- Net assets
- $20.3M
- Active participants
- 1,787
- With balances
- 1,133
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $78,880 |
| Creative Planning Llc | Investment advisory (plan) | $25,721 |
| Mma Securities | Investment advisory (plan) | $23,827 |
| Torillo & Associates | Accounting | $9,000 |