AUMdb

Amerant Bank, N.A. Retirement Benefits Plan

Sponsored by Amerant Bank, N.A. · EIN 591846933 · Plan #002

Total assets
$142M
Net assets
$142M
Active participants
720
With balances
1,031

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
Nfp Retirement Inc Investment advisory (plan) $50,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$48,751