AUMdb

Cincinnati Museum Association 401(k) Profit Sharing Plan

Sponsored by Cincinnati Museum Association · EIN 310536653 · Plan #003

Total assets
$12.1M
Net assets
$12.1M
Active participants
221
With balances
305

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $37,974
Horan Securities Investment advisory (plan) $25,359