Mb Precision Company 401(k) Plan
Sponsored by Mb Precision Holdings, Inc. · EIN 464528601 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 577
- With balances
- 201
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $100,072 |
| Orenda Retirement, Llc | Other services, Other fees, Contract administrator | $41,995 |
| Sbsf | Contract administrator, Other fees, Plan administrator | $0 |
| Aurora Private Wealth | Investment advisory (plan), Direct payment from the plan | $0 |
| Alera Investmentadvisors | Investment advisory (plan), Other fees | $0 |