Mto 401(k) Profit Sharing Plan
Sponsored by Munger, Tolles & Olson Llp · EIN 952156481 · Plan #001
- Total assets
- $282M
- Net assets
- $282M
- Active participants
- 462
- With balances
- 720
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Team Hewins, Llc CRD 291194 | deterministic · 100% | 2021 |
| Mar Vista Investment Partners, Llc CRD 144906 | deterministic · 100% | 2021 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $72,970 |
| Wells Fargo Bank, N.A. | Recordkeeping, Trustee (institutional), Direct payment from the plan | $60,531 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $55,841 |
| City National Rochdale Llc | Investment advisory (participants), Direct payment from the plan | $13,854 |
| Mar Vista Investment Partners | Investment advisory (participants), Direct payment from the plan | $5,874 |
| Team Hewins, Llc | Investment advisory (participants), Direct payment from the plan | $5,535 |