AUMdb

Brimmer And May School Retirement Plan

Sponsored by Brimmer And May School · EIN 042103935 · Plan #001

Total assets
$25.6M
Net assets
$25.6M
Active participants
107
With balances
213

Plan year beginning 01/01/2024

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
Tiaa Recordkeeping fees $29,667
First National Corporation Investment advisory (plan) $26,765
Caron & Bletzer, Pllc Accounting $6,150