Tm 401(k) Plan
Sponsored by Mitchell Holding Co., Inc. · EIN 561798998 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 176
- With balances
- 188
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 |
|---|---|---|
| Davenport Pbh Llc CRD 319224 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $37,465 |
| Davenport And Company Llc | Investment advisory (plan) | $29,949 |