AUMdb

The Yahnis Company 401(k) Plan

Sponsored by The Yahnis Company · EIN 571090832 · Plan #002

Total assets
$13.8M
Net assets
$13.8M
Active participants
178
With balances
118

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
Parsec Financial Management, Inc. Trustee (institutional) $31,202
The Retirement Plan Company Investment management fees (direct), Recordkeeping fees $25,358