AUMdb

Mathews Archery, Inc. 401(k) Plan

Sponsored by Mathews Archery, Inc. · EIN 391837798 · Plan #001

Total assets
$36.6M
Net assets
$36.6M
Active participants
326
With balances
404

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
Orgel Wealth Management, Llc CRD 168219 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Orgel Wealth Management Llc Investment advisory (plan), Consulting fees $78,221
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $28,497