AUMdb

Mcmanis & Monsalve Associates Profit Sharing Plan

Sponsored by Mcmanis & Monsalve Associates · EIN 542002267 · Plan #002

Total assets
$5.0M
Net assets
$5.0M
Active participants
74
With balances
411

Plan year beginning 10/01/2021 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Trustee (institutional) $51,688