AUMdb

Ahbl, Inc. 401(k) Retirement Savings Plan And Trust

Sponsored by Ahbl, Inc. · EIN 910915991 · Plan #002

Total assets
$26.6M
Net assets
$26.6M
Active participants
135
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).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Llc Investment advisory (participants) $39,016
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $625