Abo 401(k) Plan
Sponsored by America's Back Office, Inc. · EIN 474975107 · Plan #001
- Total assets
- $80.3M
- Net assets
- $80.2M
- Active participants
- 4,275
- With balances
- 2,528
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co. | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $376,298 |
| Mma Securities Llc | Investment advisory (plan) | $155,682 |
| The Retirement Advantage, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $96,837 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $17,249 |
| Jason F Clausen Pc | Accounting | $13,484 |