AUMdb

Mips 401(k) Plan

Sponsored by Mips Holding, Inc. · EIN 263864264 · Plan #002

Total assets
$43.6M
Net assets
$43.6M
Active participants
119
With balances
263

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group Llc Investment advisory (plan) $36,011
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $28,488
Sage View Advisory Group Llc Investment advisory (plan) $8,982