Mall Of America Employee Retirement Savings Plan
Sponsored by Moac Mall Holdings Llc · EIN 364309812 · Plan #001
- Total assets
- $62.6M
- Net assets
- $62.6M
- Active participants
- 1,125
- With balances
- 1,513
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $134,271 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $31,802 |
| Charles Schwab Trust Bank | Trustee (directed), Custodial (securities), Shareholder servicing fees | $5,820 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |