AUMdb

Black Mann & Graham Llp 401(k) Profit Sharing Plan And Trust

Sponsored by Black Mann & Graham Llp · EIN 752858030 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
83
With balances
96

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees $48,595