AUMdb

Facilities Management Express, Llc.401 K Plan

Sponsored by Facilities Management Express, Llc. · EIN 461145974 · Plan #001

Total assets
$5.0M
Net assets
$5.0M
Active participants
139
With balances
152

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Recordkeeping fees, Other fees $16,801
Everhart Financial Group Investment advisory (plan), Direct payment from the plan $11,957