AUMdb

Field Management Services Llc 401(k) Retirement Plan

Sponsored by Field Management Services, Llc · EIN 208362443 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
106
With balances
82

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
Correll Co. Investment Services Corp. CRD 38995 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Correll Co. Investment Services Investment management, Distribution (12b-1) fees $8,110