AUMdb

Prn & Vrs 401(k) Plan

Sponsored by Acumen Health Holdings, Llc · EIN 821168188 · Plan #001

Total assets
$9.4M
Net assets
$9.4M
Active participants
148
With balances
133

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities, Llc Investment advisory (plan), Direct payment from the plan $26,002
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $15,217