Mahaffey Apartment Company 401(k) Plan
Sponsored by The Mahaffey Apartment Company · EIN 592881799 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 403
- With balances
- 425
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $52,011 |
| Retirement Solutions Specialist Ll | Contract administrator, Direct payment from the plan, Other services | $12,377 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,445 |
| Empower Advisory Group, Llc | Investment management | $9,332 |
| Retirement Solutions Specialists | Contract administrator | $2,571 |
| Ubs Financial Services Inc | Investment advisory (plan) | $1,567 |
| Ifp Insurance Group, Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |