Maxim Management Services Llc 401 K Psp
Sponsored by Maxim Management Services, Llc · EIN 161503313 · Plan #001
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 209
- With balances
- 254
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 |
|---|---|---|
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $43,344 |
| Lawley Retirement Advisors Llc | Investment advisory (plan), Direct payment from the plan | $9,353 |