AUMdb

Mountain Land Design 401(k) Plan

Sponsored by Mountain Land Design, Inc. · EIN 870520406 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
146
With balances
129

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Kestra Advisory Services. Investment advisory (plan), Direct payment from the plan $16,939
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $9,670