AUMdb

Aesculapian Management Company, Llc 401(k) Plan

Sponsored by Aesculapian Management Company, Llc · EIN 593744992 · Plan #001

Total assets
$69.0M
Net assets
$69.0M
Active participants
738
With balances
945

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
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Contract administrator, Recordkeeping $99,694
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $33,333
Proaccount Investment advisory (participants) $22,703
Kb Pension Services, Inc. Contract administrator, Recordkeeping, Investment advisory (participants) $18,835
Ameriprise Financial Services Investment advisory (participants) $0
Ameriprise Financial Services Investment advisory (plan), Other fees $0