AUMdb

N & M Transfer Co. Inc. 401(k) Profit Sharing Plan

Sponsored by N & M Transfer Co., Inc. · EIN 391389333 · Plan #001

Total assets
$111M
Net assets
$111M
Active participants
660
With balances
717

Plan year beginning 09/01/2024 · 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
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $89,037
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0