Madison / Standard Electric 401(k) Plan
Sponsored by Madison Electric Company · EIN 380783210 · Plan #003
- Total assets
- $46.4M
- Net assets
- $46.4M
- Active participants
- 469
- With balances
- 328
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $34,567 |
| Leafhouse | Investment advisory (participants) | $16,526 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $7,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$54,688 |