AUMdb

Malik Consulting Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Malik Consulting Inc · EIN 161616510 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
155
With balances
152

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
Signature Estate & Investment Advisors Llc CRD 108163 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Signature Estate & Investment Advis Investment advisory (participants) $16,388
Paychex, Inc. Recordkeeping $8,518