AUMdb

Maxim Group, Llc 401(k) Plan

Sponsored by Maxim Group, Llc · EIN 043640096 · Plan #001

Total assets
$78.0M
Net assets
$78.0M
Active participants
173
With balances
213

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
Danziger & Markhoff Llp Other services, Other fees $0
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $0