AUMdb

Matrix New World Engineering, Land Surveying And Landscape Architecture, P.C. 401 K Plan

Sponsored by Matrix New World Engineering, Land Surveying, And Landscape Architectu · EIN 223057511 · Plan #001

Total assets
$25.9M
Net assets
$25.9M
Active participants
148
With balances
235

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities Llc Investment advisory (plan) $70,025
Essex Retirement Services Llc Contract administrator $27,809
Capital Group Retirement Plan Serv Recordkeeping fees $20,475