AUMdb

Rgferrell Companies 401(k) Plan

Sponsored by Ambulance Management Services Ltd · EIN 274099979 · Plan #001

Total assets
$691K
Net assets
$691K
Active participants
203
With balances
186

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
Reedmark Advisors, Llc CRD 173760 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Benefit Plans Administrative Svcs Recordkeeping, Custodial (other), Custodial (securities) $15,226
Reedmark Advisors, Llc Investment advisory (participants), Investment advisory (plan), Investment management $2,233