AUMdb

Leahy Family Of Companies 401(k)

Sponsored by William H. Leahy Associates, Inc · EIN 362681519 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
204
With balances
233

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
Mma Securities, Llc Recordkeeping, Trustee (institutional), Other services $17,398
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $9,726