AUMdb

Metro Imaging, Llc Retirement Plan

Sponsored by Metro Imaging, Llc · EIN 430620279 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
85
With balances
131

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
Oppenheimer & Co. Inc. CRD 249 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Buckingham Asset Management Investment advisory (plan), Direct payment from the plan $35,846
Northwestern Mutual Investment advisory (participants), Direct payment from the plan $17,800
The Newport Group, Inc. Recordkeeping, Trustee (institutional), Direct payment from the plan $7,589
Oppenheimer & Co., Inc. Investment advisory (participants), Direct payment from the plan $7,405
The Newport Trust Company Claims processing, Custodial (securities), Trustee (institutional) $5,142