David M. Maines & Associates, Inc. 401(k) Plan
Sponsored by David M. Maines Associates, Inc. · EIN 232581270 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.0M
- Active participants
- 112
- With balances
- 151
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 |
|---|---|---|
| First National Trust Company | Investment advisory (plan), Consulting fees | $45,794 |
| Stancorp Financial Group, Inc. | Claims processing, Direct payment from the plan, Recordkeeping | $39,686 |
| Integrated Retirement Plan Solution | Investment advisory (plan), Consulting fees | $13,381 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $6,620 |