AUMdb

Manatts, Inc. And Affiliated Companies 401(k) Retirement Plan

Sponsored by Manatts, Inc. · EIN 421377409 · Plan #001 · Brooklyn, IA

Total assets
$131M
Net assets
$131M
Active participants
1,683
With balances
2,088

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $67,846
Gallagher Benefit Services, Inc Consulting (general) $45,000
Strategic Advisors, Inc. Investment advisory (plan) $12,306