AUMdb

Max Home, Llc Employees Savings Trust

Sponsored by Max Home, Llc · EIN 200055577 · Plan #001

Total assets
$2.2M
Net assets
$2.2M
Active participants
447
With balances
191

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
Stadion Money Management, Llc CRD 112608 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ameritas Life Insurance Corp. Recordkeeping, Recordkeeping fees, Direct payment from the plan $10,300
Stadion Money Management, Llc Investment management fees (direct), Investment management $8,242