Christina Schneider signed Mitchell Consulting Services G's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitchell Consulting Services G's EIN is 81-0672898.
Download the official 2023 Form 5500 (PDF) for Mitchell Consulting Services G from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Mitchell Consulting Services G's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | ADVISOR | $15K | — |
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.2M | 97.0% | |
| [Assets held in participant loans] | Other | — | — | $228K | 2.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $119K | 1.0% |
