The Mazzella Companies Savings & Retirement Plan
Sponsored by Maz Shared Management Company, Llc · EIN 452600873 · Plan #001
- Total assets
- $60.2M
- Net assets
- $60.2M
- Active participants
- 1,039
- With balances
- 1,176
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 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Services, Inc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $249,424 |
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $95,849 |
| Newport Trust Company | Trustee (individual), Trustee (institutional), Trustee (discretionary) | $16,666 |