AUMdb

Michelman & Robinson, Llp 401(k) Plan

Sponsored by Michelman & Robinson, Llp · EIN 954745761 · Plan #001

Total assets
$24.3M
Net assets
$24.3M
Active participants
126
With balances
170

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
Oneamerica Retirement Services Recordkeeping, Participant loan processing, Participant communication $4,913
Matrix Trust Company Custodial (other), Custodial (securities), Trustee (institutional) $0