Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan
Sponsored by Miller, Johnson, Snell & Cummiskey, P.L.C. · EIN 381603110 · Plan #001
- Total assets
- $95.6M
- Net assets
- $95.6M
- Active participants
- 192
- With balances
- 204
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 |
|---|---|---|
| Strategies Wealth Advisors, Llc CRD 289913 | deterministic · 100% | 2024 |
| Midwest Capital Advisors, Llc CRD 125389 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovia Wealth Llc | Investment advisory (participants), Direct payment from the plan | $92,160 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $85,350 |
| Greenleaf Trust | Investment management, Direct payment from the plan | $24,080 |
| Exchange Capital Management | Investment advisory (participants), Direct payment from the plan | $22,668 |
| Midwest Capital Advisors Llc | Investment advisory (participants), Direct payment from the plan | $14,791 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,132 |