AUMdb

Milan Institute Profit Sharing 401(k) Plan

Sponsored by Amarillo College Of Hairdressing · EIN 751640547 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
508
With balances
870

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $39,967
Wells Fargo Clearing Services, Llc Consulting (general), Insurance services, Investment advisory (plan) $29,550