Associated Insurance Management, Llc 401(k) Plan
Sponsored by Associated Insurance Management, Llc · EIN 204036064 · Plan #001 · Burlington, MA
- Total assets
- $49.4M
- Net assets
- $49.4M
- Active participants
- 165
- With balances
- 221
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 |
|---|---|---|
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $47,417 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $45,294 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $15,249 |
| The Angell Pension Group, Inc. | Contract administrator, Direct payment from the plan | $9,907 |