AUMdb

North Mill Equipment Finance Retirement Plan

Sponsored by North Mill Equipment Finance Llc · EIN 364731388 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
174
With balances
267

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
Regency Retirement Plan Consultants Other fees $20,903
Valmark Advisers, Inc. Other fees $0
Voya Retirement Insurance And Annui Recordkeeping fees $0