AUMdb

Ministry Brands 401(k) Plan

Sponsored by Site Organic Llc · EIN 461145297 · Plan #002

Total assets
$24.0M
Net assets
$24.0M
Active participants
574
With balances
584

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $54,886
Alliant Insurance Services Inc Investment management, Direct payment from the plan $32,214
Withum Smith Brown Pc Investment management, Direct payment from the plan $27,664
Charles Schwab & Co., Inc. Shareholder servicing fees $0