AUMdb

Employees Savings And Investment Plan Of Materials Processing Inc.

Sponsored by Materials Processing, Inc. · EIN 351343660 · Plan #002

Total assets
$34.9M
Net assets
$34.9M
Active participants
331
With balances
412

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
John Hancock Retirement Plan Servic Recordkeeping, Participant loan processing, Float revenue $54,779
Sageview Advisory Group Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) $40,000