Mankato Clinic, Ltd. 401(k) Profit Sharing Plan
Sponsored by Mankato Clinic Ltd · EIN 410849339 · Plan #001
- Total assets
- $236M
- Net assets
- $236M
- Active participants
- 873
- With balances
- 1,148
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 |
|---|---|---|
| Nicollet Investment Management, Inc. CRD 109401 | fuzzy_auto · 99% | 2024 |
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $177,548 |
| Nicollet Investmentmanagement | Investment advisory (participants), Direct payment from the plan | $77,213 |
| Advanced Capital Group | Investment advisory (plan), Direct payment from the plan | $51,000 |
| Eide Bailly Llp | Accounting | $18,760 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $1,150 |
| Charles Schwab Trust Bank | Trustee (directed), Custodial (securities), Shareholder servicing fees | $61 |