Association Member Benefits Advisors, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Association Member Benefits Advisors, Llc · EIN 742992940 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 497
- With balances
- 575
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $25,124 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $5,972 |