Association Management Resources Inc. 401(k) Retirement Plan
Sponsored by Association Management Resources, Inc. · EIN 311530557 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 87
- With balances
- 126
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcf Advisors | Consulting (general), Investment advisory (plan), Direct payment from the plan | $47,587 |
| Charles Schwab Trust Bank | Direct payment from the plan, Investment management fees (indirect), Float revenue | $3,321 |
| Pension Corporation Of America | Contract administrator, Recordkeeping, Participant loan processing | $2,347 |