AUMdb

Paradyme Management, Inc. Retirement Plan

Sponsored by Paradyme Management, Inc. · EIN 134271306 · Plan #004

Total assets
$13.1M
Net assets
$13.1M
Active participants
183
With balances
197

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $55,734
Uniglobal Pension Planning, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $3,225
Mesirow Financial, Inc. Investment advisory (plan) $2,451
Mml Investors Services, Llc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0

Filing history

Plan year Assets Participants Source
01/01/2024 $13.1M 183 ack 20251006122035NAL0001844227001
01/01/2021 $9.6M 146 ack 20250909112651NAL0020167121001