AUMdb

Proof Of The Pudding By Mgr Inc 401 K Plan

Sponsored by Proof Of The Pudding By Mgr, Inc. · EIN 581752963 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
254
With balances
64

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
Aprio Wealth Management, Llc CRD 127333 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Aprio Wealth Management, Llc Investment advisory (participants) $13,000
John Hancock Life Insurance Company Recordkeeping, Investment management, Float revenue $2,208