AUMdb

3 Md, Inc. 401(k) Plan

Sponsored by 3 Md, Inc. · EIN 261460116 · Plan #001

Total assets
$23.5M
Net assets
$23.5M
Active participants
563
With balances
670

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
Usi Securities, Inc. CRD 43793 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $90,513
Usi Securities, Inc. Investment advisory (participants) $33,175