AUMdb

Toppan Merrill 401(k) Plan

Sponsored by Toppan Merrill Llc · EIN 831174166 · Plan #001

Total assets
$461M
Net assets
$461M
Active participants
1,004
With balances
1,616

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
Advanced Capital Group, Inc. CRD 109673 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Advanced Capital Group Investment advisory (plan) $38,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$70,300