Mike Albert Leasing, Inc. Retirement Savings Plan
Sponsored by Mike Albert Leasing, Inc. · EIN 310604321 · Plan #001
- Total assets
- $95.9M
- Net assets
- $95.9M
- Active participants
- 228
- With balances
- 415
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 |
|---|---|---|
| Fund Evaluation Group, Llc CRD 121658 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fund Evaluation Group, Llc | Investment advisory (plan) | $45,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $39,869 |
| Deloitte & Touche Llp | Accounting | $23,695 |