AUMdb

Mainline Merion 401(k) Plan

Sponsored by Mainline Investment Partners, Llc · EIN 452845118 · Plan #002

Total assets
$20.5M
Net assets
$20.5M
Active participants
111
With balances
188

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
Futureplan By Ascensus Plan administrator, Consulting (pension), Valuation $18,752
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $12,355