AUMdb

Usmx Ila Money Purchase Fund And Savings Plan

Sponsored by Board Of Trustees Of The Usmx Ila Money Purchase Fund And Savings Plan · EIN 832053281 · Plan #001 · Lyndhurst, NJ

Total assets
$130M
Net assets
$128M
Active participants
6,417
With balances
6,485

Plan year beginning 10/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Marshall And Moss Plan administrator, Direct payment from the plan $92,873
John Hancock Retirement Plan Servic Investment management, Direct payment from the plan $86,030
Reynolds Security Investment advisory (plan), Direct payment from the plan $79,703
The Lambos Firm, Llp Legal, Direct payment from the plan $41,712
Mazzola Mardon, P.C. Legal, Direct payment from the plan $40,813
Ccc Service Corporation Contract administrator, Direct payment from the plan $31,250
Calibre Cpa Group Pllc Accounting, Direct payment from the plan $15,000