AUMdb

Ims Masonry 401(k) Plan

Sponsored by Ims Masonry, Inc. · EIN 870467042 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
350
With balances
190

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
Bam Advisor Services Investment advisory (participants), Investment advisory (plan) $50,743
Newport Group, Inc. Recordkeeping, Recordkeeping fees $17,186