AUMdb

Segal Mccambridge Singer & Mahoney, Ltd. 401(k) Profit Sharing Plan

Sponsored by Segal Mccambridge Singer & Mahoney, Ltd. · EIN 363419170 · Plan #001

Total assets
$54.3M
Net assets
$54.3M
Active participants
359
With balances
482

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
Investment advisory (participants) $61,360
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $5,592