AUMdb

Mumford Companies 401(k) Plan

Sponsored by Colonial Brick Company, Inc. · EIN 362691076 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
525
With balances
211

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $5,657
Lpl Financial Llc Other commissions $0