AUMdb

John H. Firmage, Inc. 401(k) Plan

Sponsored by John H. Firmage, Inc. · EIN 870481688 · Plan #001

Total assets
$14.6M
Net assets
$14.6M
Active participants
221
With balances
156

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
Martin Financial Solutions, Llc CRD 155806 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
July Business Services Llc Recordkeeping $1,852
Matrix Financial Solutions, Inc. Custodial (other), Trustee (institutional), Trustee (directed) $0