AUMdb

Episcopal Community Services 401 K Plan

Sponsored by Episcopal Community Services · EIN 951945256 · Plan #001

Total assets
$14.7M
Net assets
$14.7M
Active participants
410
With balances
540

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
John Hancock Retirement Recordkeeping, Float revenue, Recordkeeping fees $53,453
Mma Securities Llc Investment advisory (plan) $28,430