AUMdb

Mangione Family Enterprises Retirement Plan

Sponsored by Commercial Contractors, Inc. · EIN 520677187 · Plan #003

Total assets
$40.6M
Net assets
$40.6M
Active participants
2,106
With balances
652

Plan year beginning 01/01/2024 · 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
Bkd, Llp Recordkeeping, Consulting (pension), Direct payment from the plan $18,500
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $10,248
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Morgan Stanley Smith Barney Llc Other services, Other fees $0