AUMdb

A.H. Beck Foundation Co. Inc 401(k) Profit Sharing Plan

Sponsored by A.H. Beck Foundation Co., Inc. · EIN 741202926 · Plan #001

Total assets
$12.0M
Net assets
$12.0M
Active participants
314
With balances
155

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
Ascensus Llc Other fees, Recordkeeping fees, Recordkeeping $14,899
Marcado Asset Management Llc Investment advisory (plan), Direct payment from the plan $11,250