Altmeyer Funeral Homes, Inc. 401(k) Plan
Sponsored by Altmeyer Funeral Homes Inc · EIN 550597691 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 246
- With balances
- 245
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $37,022 |
| Metro Benefits Inc. | Contract administrator | $12,759 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $3,075 |