AUMdb

Testan Law Apc 401(k) Profit Sharing Plan

Sponsored by Testan Law Apc · EIN 330691769 · Plan #001

Total assets
$23.3M
Net assets
$23.3M
Active participants
97
With balances
212

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
Alliant Retirement Services Investment advisory (participants) $45,497
John Hancock Usa Recordkeeping, Investment management, Sub-transfer agency fees $8,823