AUMdb

Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan

Sponsored by Affiliated Managers Group, Inc. · EIN 043218510 · Plan #001

Total assets
$118M
Net assets
$118M
Active participants
238
With balances
365

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
Merrill Lynch, Pierce, Fenner Smith Investment management, Investment management fees (indirect), Recordkeeping fees $3,769