Malibu Boats, Inc. 401(k) Plan
Sponsored by Malibu Boats, Llc · EIN 205114805 · Plan #003
- Total assets
- $74.2M
- Net assets
- $74.2M
- Active participants
- 2,208
- With balances
- 2,297
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $276,769 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $73,750 |
| Wealth Management Systems Inc | Other services | $0 |