AUMdb

M.E. Collins Contracting Company, Inc. Profit Sharing & Ee Stock Ownership Plan & Trust

Sponsored by M.E. Collins Contracting · EIN 470686351 · Plan #001

Total assets
$29.8M
Net assets
$23.7M
Active participants
98
With balances
146

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
Principal Securities, Inc. CRD 1137 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $38,687
Principal Securities Inc Investment advisory (plan), Other fees $0