Mid Am Holdings, Llc 401(k) Profit Sharing Plan
Sponsored by Mid Am Holdings, Llc · EIN 874079288 · Plan #001
- Total assets
- $26.8M
- Net assets
- $26.8M
- Active participants
- 292
- With balances
- 263
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 |
|---|---|---|
| Ds Investment Advisors CRD 319351 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ds Investment Advisors | Investment advisory (plan) | $20,527 |
| Rt Jones Capital Equities Mgmt Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $14,849 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $9,055 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $4,522 |