Makino 401(k) Savings Plan
Sponsored by Makino, Inc. · EIN 310352460 · Plan #130
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 538
- With balances
- 653
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 |
|---|---|---|
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Total Wealth Planning And Management, Inc. CRD 166664 | fuzzy_auto · 93% | 2024 |
| Farther Finance Advisors, Llc CRD 302050 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 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 | $193,973 |
| Total Wealth Planning Llc | Investment advisory (participants), Direct payment from the plan | $8,075 |
| Farther Finance Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,925 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $5,289 |
| Morgan Stanley Global Banking Opera | Investment advisory (plan), Other services, Other investment fees and expenses | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |