AUMdb

Menorah Manor, Inc. Retirement Savings Incentive Plan

Sponsored by Menorah Manor, Inc · EIN 592269292 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
267
With balances
442

Plan year beginning 07/01/2024 · 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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $36,219
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $3,689