AUMdb

Mesa Vineyard 401(k) Retirement Plan

Sponsored by Mesa Vineyard Management, Inc. · EIN 770202905 · Plan #001

Total assets
$18.5M
Net assets
$18.5M
Active participants
445
With balances
269

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Evolve Retirement Plan Solutions Actuarial, Recordkeeping $42,363
Corvus Wealth Recordkeeping, Investment advisory (plan) $25,574
Hicks Pension Services Recordkeeping $10,975