AUMdb

Mavagi Enterprises Retirement Plan

Sponsored by Mavagi Enterprises, Inc. · EIN 743008826 · Plan #003

Total assets
$979K
Net assets
$979K
Active participants
95
With balances
166

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Definiti, Llc Other services, Direct payment from the plan $17,083
Boon Administrative Services, Inc Contract administrator, Other fees $11,491
Voya Retirement Insurance & Annuity Recordkeeping fees $9,273
Empower Annuity Insurance Company Recordkeeping fees $5,643
Bas Partners Cpa, Llc Accounting $3,500
Kestra Investment Services, Llc Investment advisory (plan) $901