AUMdb

Matthews Book Company Employee Stock Ownership And Savings Plan

Sponsored by Mmci Holdings, Inc. · EIN 430786384 · Plan #001

Total assets
$13.1M
Net assets
$12.6M
Active participants
89
With balances
150

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
Moneta Group Llc Investment advisory (plan) $23,661
Epic Retirement Plan Services Participant loan processing, Participant communication, Recordkeeping $20,452
Charles Schwab & Co., Inc. Shareholder servicing fees $0