AUMdb

Agmb, Llp 401(k) Profit Sharing Plan

Sponsored by Abrams, Garfinkel, Margolis, Bergson, Llp · EIN 030462076 · Plan #001

Total assets
$13.4M
Net assets
$13.4M
Active participants
70
With balances
107

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
Matrix Trust Company Account maintenance fees $50,030
Matrix Trust Company Recordkeeping fees $18,234