AUMdb

The International 401(k) Pooled Employer Plan

Sponsored by Austin 3(16) Fiduciary Limited · EIN 462981114 · Plan #002

Total assets
$74.5M
Net assets
$74.5M
Active participants
1,509
With balances
1,312

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Investment Engineer, Llc CRD 151110 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Investment Center, Inc. Investment advisory (participants), Investment advisory (plan) $318,019
Rpg Consultants Recordkeeping, Consulting (pension), Participant loan processing $199,396
Mg Trust Company Custodial (other), Custodial (securities) $37,101
Qbox Fiduciary Solutions, Llc Named fiduciary $35,354
Austin 3(16) Fiduciary Limited Named fiduciary $20,808