AUMdb

Malteurop North America Inc. 401(k) Savings Plan

Sponsored by Malteurop North America Inc. · EIN 753269114 · Plan #003

Total assets
$22.2M
Net assets
$22.2M
Active participants
139
With balances
178

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 Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group, Llc Investment advisory (plan), Investment management $74,301
Empower Annuity Ins Co Of America Recordkeeping fees $35,155
Reilly, Penner & Benton Llp Accounting $7,800
Futureplan By Ascensus Contract administrator $3,278