Mitchells Employee Savings & Retirement Plan
Sponsored by Ed Mitchell, Inc. · EIN 060734060 · Plan #003
- Total assets
- $77.0M
- Net assets
- $77.0M
- Active participants
- 358
- With balances
- 474
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $124,209 |
| Lpl Financial Company | Investment advisory (plan), Investment management fees (indirect) | $85,720 |