Mitchell International, Inc. 401 K Savings Plan
Sponsored by Mitchell International Inc · EIN 943355101 · Plan #001
- Total assets
- $658M
- Net assets
- $658M
- Active participants
- 5,250
- With balances
- 6,150
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, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group Llc | Investment advisory (plan) | $383,306 |
| Empower Annuity Insurance Company | Recordkeeping fees | $247,573 |
| Jgd & Associates Llp | Accounting | $18,060 |
| Sageview Advisory Group, Llc | Investment management | $6,511 |