AUMdb

Amvets 401(k) Plan

Sponsored by Amvets National · EIN 530176836 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
250
With balances
321

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Baldwin Group Wealth Advisors, Llc CRD 312284 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Baldwin Group Wealth Advisors, Investment management, Direct payment from the plan $19,434
Pcs Retirement, Llc Contract administrator, Participant loan processing, Recordkeeping $9,067