AUMdb

Megger Savings Plan

Sponsored by Avo International, Inc. Dba Megger · EIN 751615916 · Plan #001

Total assets
$59.4M
Net assets
$59.4M
Active participants
444
With balances
526

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
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $138,298
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Direct payment from the plan $16,602
Charles Schwab & Co., Inc. Custodial (securities), Securities brokerage commissions $376