Miniat Holdings Llc Employees' Profit Sharing Plan And Trust
Sponsored by Miniat Holdings Llc · EIN 463958921 · Plan #003
- Total assets
- $47.5M
- Net assets
- $47.5M
- Active participants
- 187
- With balances
- 228
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $38,300 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $24,123 |