AUMdb

Mattr 401(k) Plan

Sponsored by Mattr Us Inc. · EIN 980101376 · Plan #001

Total assets
$65.9M
Net assets
$65.9M
Active participants
532
With balances
1,041

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
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $260,884
Charles Schwab Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $22,943
Charles Schwab & Co., Inc. Custodial (securities), Shareholder servicing fees $0