AUMdb

Amikids, Inc. Money Purchase Pension Plan

Sponsored by Amikids, Inc. · EIN 237440836 · Plan #001

Total assets
$26.8M
Net assets
$26.8M
Active participants
316
With balances
426

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Well Done, Llc CRD 173736 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Captrust Advisors, Llc Investment advisory (plan) $0
Aspire Financial Claims processing, Recordkeeping $0
Ascensus Recordkeeping $0
Carr, Riggs, Ingram, Llc Accounting $0
Hill, Ward & Henderson, P.A. Legal $0