AUMdb

Firstservice Residential 401(k) Plan

Sponsored by Firstservice Residential, Inc. · EIN 161682850 · Plan #001

Total assets
$328M
Net assets
$328M
Active participants
15,603
With balances
7,742

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
Jpmorgan Invest Holdings Llc Recordkeeping fees $242,945
Mercer (Us) Inc Mercer Investments Investment advisory (plan) $112,500