Amundsen Davis Llc 401(k) Salary Savings Plan
Sponsored by Amundsen Davis Llc · EIN 364189382 · Plan #001
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 437
- With balances
- 560
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mesirow Financial Investment Manage | Investment management | $191,718 |
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $58,614 |