AUMdb

Mainline Information Systems 401(k) Plan

Sponsored by Mainline Information Systems Llc · EIN 592960721 · Plan #001

Total assets
$124M
Net assets
$124M
Active participants
449
With balances
579

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $134,777
Sageview Advisory Group Investment advisory (plan), Other fees $0