AUMdb

Point.360 401(k) Plan

Sponsored by Point.360 · EIN 010893376 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
179
With balances
198

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
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 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 $41,213
Mercer Investment Management, Inc. Investment advisory (plan) $31,682
Alliant Retirement Services Investment advisory (plan) $23,000