AUMdb

The Mapp Group, Llc 401(k) Plan

Sponsored by The Mapp Group, Llc · EIN 200257574 · Plan #002

Total assets
$12.8M
Net assets
$12.8M
Active participants
158
With balances
207

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Geneos Wealth Management, Inc. CRD 120894 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Geneos Wealth Management, Inc Investment advisory (plan), Direct payment from the plan $17,010
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $16,284
Sentinel Pension, Llc Contract administrator, Direct payment from the plan, Other services $12,425