AUMdb

The Herb Chambers Companies Section 401(k) Plan

Sponsored by Jennings Road Management Corp. · EIN 061169004 · Plan #002

Total assets
$149M
Net assets
$149M
Active participants
2,264
With balances
1,196

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
Empower Annuity Insurance Company O Recordkeeping fees $224,512
Mma Securities Llc Investment advisory (plan) $55,000
Pension Consultants Inc Contract administrator $45,000