AUMdb

Pacific Maritime Association Qualified Deferred Compensation Plan

Sponsored by Pacific Maritime Association · EIN 942914940 · Plan #333

Total assets
$96.7M
Net assets
$96.7M
Active participants
150
With balances
248

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Alan D Biller & Associates, Inc. CRD 105283 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Alan D Biller Associates Inc Investment advisory (plan) $20,000
Frank, Rimerman+Co. Llp Accounting $16,800
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees -$34,017