AUMdb

Meca Solutions, Llc 401 K Plan

Sponsored by Meca Solutions, Llc · EIN 392032285 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
110
With balances
122

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, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning, Llc Investment advisory (participants), Investment advisory (plan) $31,097
Wipfli, Llp Recordkeeping, Participant loan processing, Participant communication $20,439