AUMdb

Beasley, Allen, Crow, Methvin, Portis & Miles, Pc 401(k) Profit Sharing Plan

Sponsored by Beasley, Allen, Crow, Methvin, Portis & Miles, Pc · EIN 630958760 · Plan #001

Total assets
$62.8M
Net assets
$62.8M
Active participants
287
With balances
316

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
Synovus Trust Company Trustee (institutional), Trustee (directed), Investment management $91,593
Empower Annuity Insurance Co Recordkeeping $42,309