AUMdb

Mound Cotton Wollan & Greengrass Llp 401(k) Plan

Sponsored by Mound Cotton Wollan & Greengrass Llp · EIN 135339441 · Plan #002

Total assets
$79.6M
Net assets
$79.6M
Active participants
163
With balances
217

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
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $3,167