AUMdb

Middleville Engineered Solutions, Llc

Sponsored by Middleville Engineered Solutions, Llc · EIN 922394920 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
121
With balances
144

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
Strategies Wealth Advisors, Llc CRD 289913 deterministic · 100% 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 $24,003
Strategies Wealth Advisors Investment advisory (plan), Direct payment from the plan $16,427