AUMdb

Findlay Management Group 401(k) Profit Sharing Plan And Trust

Sponsored by Findlay Management Group · EIN 880267953 · Plan #001

Total assets
$77.4M
Net assets
$77.4M
Active participants
2,516
With balances
2,424

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
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $205,749
Royal Alliance Associates, Inc. Recordkeeping, Trustee (institutional), Other services $163,181