AUMdb

Advocates For Human Potential, Inc. 401(k) Profit Sharing Plan

Sponsored by Advocates For Human Potential, Inc. · EIN 042909410 · Plan #001

Total assets
$20.5M
Net assets
$20.5M
Active participants
325
With balances
314

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $45,153
Mma Securities Llc Investment advisory (plan) $15,000
Compass 360 Contract administrator $3,375