AUMdb

Life Management Center Of Northwest Florida, Inc. Money Accumulation Pension Plan And Trust

Sponsored by Life Management Center Of Northwest Florida, Inc. · EIN 591375195 · Plan #001

Total assets
$4.4M
Net assets
$4.3M
Active participants
202
With balances
243

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

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
Alerus Financial Recordkeeping, Trustee (directed), Recordkeeping fees $24,566