AUMdb

Mountain 401(k) Plan

Sponsored by Mountain Plus Services, Inc. · EIN 453942708 · Plan #001

Total assets
$23.5M
Net assets
$23.5M
Active participants
1,565
With balances
1,786

Plan year beginning 07/01/2024 · 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
Community Trust And Investment Co. Recordkeeping, Custodial (securities), Recordkeeping fees $92,205