AUMdb

Allan Myers Salaried 401(k) Retirement Plan

Sponsored by Allan Myers, Inc. · EIN 232966902 · Plan #001

Total assets
$210M
Net assets
$210M
Active participants
984
With balances
1,248

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Captrust Financial Advisors Consulting (general) $70,833
Vanguard Advisers Inc. Investment advisory (participants) $66,339
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $47,765
Kreischer Miller Accounting $20,090