Mayfair Enterprises, Llc 401(k) Plan
Sponsored by Mayfair Enterprises · EIN 845045992 · Plan #009
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 934
- With balances
- 1,028
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bober Markey Fedorovich | Accounting | $22,500 |
| Cbiz Investment Advisory Srvs, Llc | Investment advisory (plan) | $7,015 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,925 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $5,182 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $2,644 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $781 |