AUMdb

Microfinancial, Incorporated 401(k) Profit Sharing Plan

Sponsored by Microfinancial, Incorporated · EIN 042962824 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
136
With balances
264

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Betterment For Business, Llc Recordkeeping fees, Investment advisory (plan) $42,416