AUMdb

Advisors Mortgage Group 401(k) Plan

Sponsored by Advisors Mortgage Group · EIN 223626426 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
254
With balances
152

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

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
National Professional Planning Grou Other fees $10,670
Bleakley Financial Group Llc Other fees $0
National Professional Planning Grou Other services $0