AUMdb

M & M Industries Inc 401(k) Profit Sharing Plan

Sponsored by M & M Industries Inc · EIN 621260875 · Plan #001

Total assets
$6.3M
Net assets
$6.3M
Active participants
493
With balances
164

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Ins Co Recordkeeping $40,199
Ubs Financial Services Inc Investment advisory (participants) $33,293
John Hancock Life Ins Co Recordkeeping $2,550