AUMdb

Mountville Mills 401(k) Profit Sharing Plan

Sponsored by Mountville Mills, Inc. · EIN 580911941 · Plan #001

Total assets
$45.1M
Net assets
$45.1M
Active participants
987
With balances
720

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
Aprio Wealth Management, Llc CRD 127333 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $63,083
Aprio Wealth Management Investment advisory (plan), Direct payment from the plan $41,746