AUMdb

American Security Mortgage Corp. 401(k) Profit Sharing Plan

Sponsored by American Security Mortgage Corp. · EIN 562148428 · Plan #001

Total assets
$15.1M
Net assets
$15.1M
Active participants
142
With balances
169

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
The Vanguard Group, Inc. CRD 105958 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
M Holding Securities Other fees $31,236
The Vanguard Group Investment advisory (participants) $18,205