AUMdb

Mark G. Anderson Consultants, Inc. 401 K Profit Sharing Plan

Sponsored by Mark G. Anderson Consultants, Inc. · EIN 521973716 · Plan #001

Total assets
$70.8M
Net assets
$70.8M
Active participants
226
With balances
330

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
Cherry Bekaert Advisory Llc Contract administrator $37,800
Northwestern Mutual Investment advisory (plan) $36,000
Capital Group Retirement Plan Recordkeeping fees $25,823