Donnelly Mechanical Corp. Profit Sharing Plan For Union Employees
Sponsored by Donnelly Mechanical Corp. · EIN 112957503 · Plan #003
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 131
- With balances
- 136
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $11,167 |
| Nawrocki Smith Llp | Other services | $9,500 |
| United Benefit Pensions Inc. | Other services | $7,978 |
| Janney Montgomery Scott Llc | $3,231 |