AUMdb

M B Companies, Inc. Deferred Savings Plan

Sponsored by M B Companies, Inc. · EIN 391208304 · Plan #002

Total assets
$9.3M
Net assets
$9.3M
Active participants
136
With balances
146

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
Associated Trust Company, N.A. Recordkeeping, Recordkeeping fees, Trustee (discretionary) $51,515