AUMdb

Murchison & Cumming Llp 401(k) Profit Sharing Plan

Sponsored by Murchison & Cumming, Llp · EIN 952130365 · Plan #001

Total assets
$37.7M
Net assets
$37.7M
Active participants
180
With balances
179

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

Linked investment advisers

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

Firm Match Plan year
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rbc Capital Markets Llc Investment advisory (plan) $52,024
Presberg Pensions, Inc Contract administrator $12,767
Capital Group Retirement Plan Servi Recordkeeping fees $1,475