AUMdb

Flint Plumbing Defined Contribution Fund

Sponsored by Trustees Flint Defined Contrib Fund · EIN 386254230 · Plan #002

Total assets
$26.1M
Net assets
$26.1M
Active participants
594
With balances
618

Plan year beginning 08/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $75,210
Tic International Corporation Accounting, Contract administrator, Recordkeeping $27,933
Asher Kelly Legal, Direct payment from the plan $22,004
Merrill Lynch Investment advisory (plan), Investment management, Direct payment from the plan $20,000
Wrubel Wesley And Company C.P.A.'S Accounting, Direct payment from the plan $6,650