AUMdb

Me & My Big Ideas 401(k) Plan

Sponsored by Me & My Big Ideas, Llc · EIN 330992360 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
51
With balances
107

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance & Annuity Recordkeeping fees $1,000
Creative Planning Hold Co, Llc Other fees $0