Alexander Mann Retirement Savings Plan
Sponsored by Alexander Mann Solutions Corporation · EIN 562603515 · Plan #001
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 760
- With balances
- 1,234
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 |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $163,067 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $900 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |