AUMdb

Meyer,Borgman & Johnson, Inc. Profit Sharing & 401(k) Plan

Sponsored by Meyer, Borgman & Johnson, Inc. · EIN 410908528 · Plan #002

Total assets
$18.0M
Net assets
$18.0M
Active participants
114
With balances
127

Plan year beginning 10/01/2024 · 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
Ameriprise Financial Services Inc Other commissions $0
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$1,886