Towne Mortgage Company 401(k) Profit Sharing Plan
Sponsored by Towne Mortgage Company Dba Americu Mortgage, Towne Mortgage Company · EIN 382434249 · Plan #001
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 259
- With balances
- 298
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 |
|---|---|---|
| Captrust Investment Advisors | Investment advisory (participants), Investment advisory (plan) | $57,361 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $40,860 |
| Mrpr Group, Pc | Accounting, Direct payment from the plan | $9,300 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |