AUMdb

Filtran Pension Plan

Sponsored by Filtran, Llc · EIN 320274099 · Plan #002

Total assets
$4.9M
Net assets
$4.9M
Active participants
78
With balances
0

Plan year beginning 01/01/2024

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
Fidelity Investments Trustee (institutional), Redemption fees, Account maintenance fees $7,859