AUMdb

Masters Mates & Pilots Individual Retirement Account Plan

Sponsored by Board Of Trustees Of M.M.&P. Individual Retirement Account Plan · EIN 133021839 · Plan #001

Total assets
$523M
Net assets
$523M
Active participants
2,170
With balances
4,737

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
Fidelity Investments Participant loan processing, Recordkeeping fees, Account maintenance fees $194,819
Slevin & Hart Legal, Direct payment from the plan $86,150
Iomm&P Plan administrator, Direct payment from the plan $57,703
Patrick Mccullough Employee (plan sponsor), Direct payment from the plan $25,158
Andco Consulting (Mariner Inst Llc) Investment advisory (plan), Direct payment from the plan $25,000
Gorfine Schiller & Gardyn Pa Accounting, Direct payment from the plan $22,000
Kenneth Ryan Employee (plan sponsor), Direct payment from the plan $20,274
Michael Mccullough Employee (plan sponsor), Direct payment from the plan $15,315
Joseph Giusto Employee (plan sponsor), Direct payment from the plan $12,674
David Romano Employee (plan sponsor), Direct payment from the plan $12,220
Segal Company Actuarial, Direct payment from the plan $11,915
Paula Phillips Employee (plan sponsor), Direct payment from the plan $11,873
Shawna Thornton Employee (plan sponsor), Direct payment from the plan $11,458
Ann Marie Mccullough Employee (plan sponsor), Direct payment from the plan $10,601
Debra Cavey Employee (plan sponsor), Direct payment from the plan $9,417
Marcia Fawthrop Employee (plan sponsor), Direct payment from the plan $9,143
Alfred Manzo Employee (plan sponsor), Direct payment from the plan $8,716
Jessica Chadwell Employee (plan sponsor), Direct payment from the plan $8,149
Alice Andrzejewski Employee (plan sponsor), Direct payment from the plan $7,692
Denise Romano Employee (plan sponsor), Direct payment from the plan $7,398
Mary Jurney Employee (plan sponsor), Direct payment from the plan $6,590
Diane Fitzberger Employee (plan sponsor), Direct payment from the plan $6,533
Romney Pattison Employee (plan sponsor), Direct payment from the plan $6,462
Sydnie Bossom Employee (plan sponsor), Direct payment from the plan $6,429
Cynthia Lamartina Employee (plan sponsor), Direct payment from the plan $6,162
Russ Balzarini Employee (plan sponsor), Direct payment from the plan $6,154
Mayra Robles Employee (plan sponsor), Direct payment from the plan $6,013
Kathryne Mcgee Employee (plan sponsor), Direct payment from the plan $6,004
Jean Adams Mencik Employee (plan sponsor), Direct payment from the plan $5,892
Sean Mead Employee (plan sponsor), Direct payment from the plan $5,758
Vera Brennan Employee (plan sponsor), Direct payment from the plan $5,729
Lisa Lindauer Employee (plan sponsor), Direct payment from the plan $5,273
Madeline Petrelli Employee (plan sponsor), Direct payment from the plan $5,217
Jennifer Kellner Employee (plan sponsor), Direct payment from the plan $5,188