AUMdb

Mimeo, Inc. 401(k) Plan

Sponsored by Mimeo Inc · EIN 134012728 · Plan #001

Total assets
$14.7M
Net assets
$14.7M
Active participants
342
With balances
238

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
Cbiz Investment Advisory Services, Llc CRD 286002 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Insurance Co Recordkeeping fees $35,410
Cbiz Investment Advisory Services Investment advisory (plan) $33,125
Plan Administration & Consultingllc Contract administrator $25,694
Empower Advisory Group, Llc Investment management $9,767
Watkins Uiberall, Pllc Accounting $7,983