AUMdb

The Admiral At The Lake 403(b) Plan

Sponsored by The Admiral At The Lake · EIN 362171730 · Plan #003

Total assets
$3.0M
Net assets
$3.0M
Active participants
202
With balances
240

Plan year beginning 07/02/2024 · 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 O Recordkeeping fees $5,568
Mma Securities Llc Investment advisory (plan) $2,828