AUMdb

Mindex Technologies, Inc. 401(k) Profit Sharing Plan

Sponsored by Mindex Technologies, Inc. · EIN 161458084 · Plan #001

Total assets
$45.8M
Net assets
$45.8M
Active participants
368
With balances
516

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $21,375
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees -$30,512