Armanino Advisory Llc 401(k) Profit Sharing Plan
Sponsored by Armanino Advisory Llc · EIN 946214841 · Plan #002
- Total assets
- $347M
- Net assets
- $347M
- Active participants
- 2,584
- With balances
- 3,415
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 |
|---|---|---|
| Brand Asset Management Group, Inc. CRD 106162 | fuzzy_auto · 96% | 2024 |
| Blodgett Wealth Advisors, Llc CRD 316838 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Custodial (securities), Copying and duplicating, Participant loan processing | $229,768 |
| Mai Capital Management Llc | Custodial (securities), Shareholder servicing fees | $42,858 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $39,297 |
| Maple Capital Management Inc | Custodial (securities), Shareholder servicing fees | $15,786 |
| Brand Asset Mgmt Group | Investment advisory (plan), Direct payment from the plan | $11,603 |
| Blodgett Wealth Advisors Llc | Investment advisory (plan), Direct payment from the plan | $8,093 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $1,602 |