AUMdb

England, Thims & Miller, Inc. 401(k) Plan

Sponsored by England, Thims & Miller, Inc. · EIN 591773930 · Plan #001

Total assets
$55.5M
Net assets
$55.5M
Active participants
334
With balances
420

Plan year beginning 01/01/2024 · 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
Voya Retirement Insurance & Annuity Claims processing, Investment advisory (participants), Recordkeeping fees $74,261
Mai Capital Management, Llc Other fees $0
Principal Securities Other fees $0
Morningstar Investment advisory (plan) $0