AUMdb

Executive Director, Inc. 401(k) Retirement Plan

Sponsored by Executive Director, Inc. · EIN 390992016 · Plan #001

Total assets
$30.5M
Net assets
$30.5M
Active participants
313
With balances
417

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
Northwestern Mutual Wealth Manageme Consulting (general), Consulting (pension) $48,601
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $48,095