AUMdb

Milton's Distributing Co., Inc. 401(k) Plan

Sponsored by Miltons Distributing Co., Inc. · EIN 042637325 · Plan #003

Total assets
$11.9M
Net assets
$11.9M
Active participants
128
With balances
176

Plan year beginning 01/01/2024 · 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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $29,486
Rockland Trust Co. Recordkeeping, Trustee (institutional), Other services $26,188
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0