AUMdb

United Methodist Manor Of The Pee Dee 401(k) Plan

Sponsored by United Methodist Manor Of The Pee Dee · EIN 570762944 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
204
With balances
127

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rja 338 Investment advisory (participants) $4,749
Raymond James & Associates, Inc. Investment advisory (plan) $1,850
John Hancock Life Insurance Company Recordkeeping, Other insurance wrap fees $1,216
My Benefits, Llc Contract administrator $300
Empower Annuity Insurance Company Recordkeeping fees $0