AUMdb

The Affordable Housing Group

Sponsored by Mosaic Development Group · EIN 560883684 · Plan #002 · Davidson, NC

Total assets
—
Net assets
—
Active participants
4
With balances
4

Plan year beginning 01/01/2024 · Total participant-directed account

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
Equitable Financial Life Ins Co Participant loan processing, Product termination fees, Investment management $0