AUMdb

Mark Anderson And Associates, Inc. 401(k) Plan

Sponsored by Mark Anderson & Associates, Inc. · EIN 391374457 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
232
With balances
289

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 $29,809
Mma Securities, Llc Recordkeeping, Trustee (institutional), Other services $15,881