AUMdb

Maryville Consulting Group, Inc. 401(k) Retirement Savings Plan

Sponsored by Maryville Consulting Group, Inc. · EIN 431669059 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
103
With balances
128

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
Moneta Group Investment Advisors, Llc CRD 104727 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Moneta Group Investment Advisors Investment advisory (plan) $41,893
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $27,895