Mhbd 401(k) Retirement Plan
Sponsored by Medici Technologies, Llc · EIN 811053040 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 187
- With balances
- 151
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Investment Advisors | Investment advisory (participants) | $23,578 |
| John Hancock Usa | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $1,248 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $1,179 |