AUMdb

America Chung Nam, Llc. 401(k) And Profit Sharing Plan

Sponsored by America Chung Nam, Llc. · EIN 330398523 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
36
With balances
110

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
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
California Benefit Planners Contract administrator, Other services, Other fees $21,961
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $19,126
Rpa Financial Llc Investment advisory (plan), Direct payment from the plan $1,271