AUMdb

Myers Park Country Club 401(k) Plan

Sponsored by Myers Park Country Club · EIN 560333840 · Plan #003

Total assets
$6.5M
Net assets
$6.5M
Active participants
222
With balances
121

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities Llc Investment advisory (plan), Consulting (general), Insurance services $23,483
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $21,566