Miami City Ballet 401(k) Plan
Sponsored by Miami City Ballet, Inc. · EIN 592578534 · Plan #002
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 139
- With balances
- 154
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 |
|---|---|---|
| Lwm Advisory Services, Llc CRD 172009 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lwm Advisory Services | Investment advisory (plan), Direct payment from the plan | $11,896 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $1,158 |