AUMdb

Pathlight Community Services 401(k) Profit Sharing Plan And Trust

Sponsored by Renaissance Community Homes · EIN 382702043 · Plan #002

Total assets
$4.0M
Net assets
$4.0M
Active participants
419
With balances
261

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities Llc Investment advisory (participants), Investment advisory (plan) $15,568
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (directed) $13,969