AUMdb

American Maritime Officers 401 K Plan

Sponsored by Board Of Trustees American Maritime Officers 401 K Plan · EIN 112978754 · Plan #002

Total assets
$680M
Net assets
$678M
Active participants
3,685
With balances
3,883

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
Amo Master Operating Trust Recordkeeping, Other services, Direct payment from the plan $889,222
Matrix Trust Company Claims processing, Custodial (securities), Trustee (institutional) $184,283
Newport Group, Inc Claims processing, Recordkeeping, Participant loan processing $155,838
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $88,006
Merrill Lynch, Pierce, Fenner Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $44,000
Oksana Kochergina Recordkeeping, Consulting (general), Direct payment from the plan $11,199
Tech Plus Systems, Inc. Recordkeeping, Direct payment from the plan $5,671