AUMdb

Midmark Corporation 401(k) Savings Plan

Sponsored by Midmark Corporation · EIN 344269370 · Plan #003

Total assets
$359M
Net assets
$359M
Active participants
1,946
With balances
2,324

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 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) $63,242
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $48,103
Rsm Us Llp Accounting $23,474
Strategic Advisors, Inc. Investment advisory (plan) $18,566
Willis Towers Watson Us Llc Consulting (general) $15,000