AUMdb

Management & Training Corporation Retirement Plan

Sponsored by Management & Training Corporation · EIN 870365322 · Plan #001

Total assets
$198M
Net assets
$198M
Active participants
7,036
With balances
7,902

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
Towers Watson Investment Services, Inc. CRD 110473 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $356,330
Towers Watson Investment Services Investment advisory (plan) $213,561
Traveller & Company Llc Accounting $7,995