AUMdb

Michigan Pallet, Inc. 401(k) Plan

Sponsored by Michigan Pallet, Inc. · EIN 382904761 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
155
With balances
111

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
Valmark Advisers Inc CRD 108050 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Valmark Advisers Inc Investment advisory (plan) $24,749
Empower Annuity Insurance Company O Recordkeeping fees $21,531
Empower Advisory Group, Llc Investment management $458