AUMdb

Madden Preprint Media, Llc 401(k) Plan

Sponsored by Madden Preprint Media, Llc · EIN 760738649 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
179
With balances
209

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024
Alera Investment Advisors, Llc CRD 287906 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Consulting (pension), Investment advisory (plan), Investment management $27,071
The Waterford Group, Llc Investment advisory (participants) $23,078
American Trust Company Recordkeeping, Custodial (securities), Participant loan processing $21,594
Pinnacle Plan Design Llc Accounting, Recordkeeping, Consulting (pension) $5,205
Alera Investment Advisors Llc Investment advisory (participants) $2,210