AUMdb

Maki Corporation 401(k) Profit Sharing Plan

Sponsored by Maki Corporation · EIN 042848462 · Plan #002

Total assets
$7.7M
Net assets
$7.7M
Active participants
127
With balances
109

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $1,208
Voya Retirement Ins. & Annuity Co. Recordkeeping, Investment advisory (plan), Direct payment from the plan $150
Commonwealth Financial Network Investment advisory (participants), Investment advisory (plan), Investment management $0