AUMdb

Macc 401(k) Retirement Plan

Sponsored by Metropolitan Alliance Of Connected Communities · EIN 411959688 · Plan #002

Total assets
$2.8M
Net assets
$2.8M
Active participants
131
With balances
100

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
Alerus Financial, N.A. Recordkeeping, Custodial (securities), Trustee (institutional) $15,101
Intellicents Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $6,556
Charles Schwab Trust Bank Custodial (securities), Investment management, Investment management fees (indirect) $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0