AUMdb

American Contractors 401(k) Plan

Sponsored by Lionmark Management Services, Inc. · EIN 934482480 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
219
With balances
167

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Correct Capital Wealth Management, Llc CRD 298774 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Correct Capital Wealth Management Investment advisory (plan), Direct payment from the plan $38,468