Mtg 401(k) Profit Sharing Plan And Trust
Sponsored by Mission Technology Group (Mtg) · EIN 541457846 · Plan #001
- Total assets
- $78.1M
- Net assets
- $78.1M
- Active participants
- 250
- With balances
- 414
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 |
|---|---|---|
| Amerant Investments, Inc. CRD 117284 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Investment Corp | Investment advisory (plan) | $141,674 |
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Participant loan processing | $28,248 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,198 |