AUMdb

Small Mine Development, Llc 401(k) Retirement Savings Plan

Sponsored by Small Mine Development, Llc · EIN 942866465 · Plan #001

Total assets
$46.4M
Net assets
$46.4M
Active participants
414
With balances
533

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

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 $168,120
Holland & Hart Legal, Other fees $0
Lpl Holdings, Inc. Consulting (general), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Eide Bailly Llp Accounting, Other fees $0