AUMdb

The Mission Produce, Inc. 401(k) Savings Plan

Sponsored by Mission Produce, Inc. · EIN 953847744 · Plan #001

Total assets
$33.8M
Net assets
$33.8M
Active participants
476
With balances
328

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
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mercer Investment Management Inc Investment advisory (plan) $42,366
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $29,794
Strategic Advisors, Inc. Investment advisory (plan) $15,928