AUMdb

Machias Savings Bank 401(k) Plan

Sponsored by Machias Savings Bank · EIN 010111800 · Plan #002

Total assets
$39.7M
Net assets
$39.7M
Active participants
291
With balances
334

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
Ameriprise Financial Services, Llc CRD 6363 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Ameriprise Financial Investment advisory (plan) $54,695
The Vanguard Group, Inc. Other fees $5,960
The Angell Pension Group, Inc. Contract administrator $1,200