AUMdb

Celestica Precision Machining 401(k) Plan

Sponsored by Celestica Precision Machining · EIN 941566433 · Plan #004

Total assets
$18.1M
Net assets
$18.1M
Active participants
289
With balances
365

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
Silicon Valley Retirement Services, Llc CRD 154756 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Silicon Valley Retirement Services Investment advisory (plan) $36,000
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $13,286
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Charles Schwab Trust Bank Custodial (securities), Float revenue $0