AUMdb

P & S Paving, Inc. 401(k) Profit Sharing Plan

Sponsored by P & S Paving, Inc. · EIN 593155035 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
252
With balances
238

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
M Holdings Securities, Inc. CRD 43285 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
M Holding Securities, Inc Investment advisory (participants) $14,434
John Hancock Life Ins Co. Recordkeeping, Investment management, Sub-transfer agency fees $5,931