Mastercraft Industries, Inc. 401(k) Plan
Sponsored by Mastercraft Industries, Inc. · EIN 391083555 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 151
- With balances
- 185
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orgel Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan) | $27,755 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $20,136 |