AUMdb

Servotronics Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Servotronics Inc · EIN 160837866 · Plan #006

Total assets
$10.1M
Net assets
$10.1M
Active participants
280
With balances
218

Plan year beginning 01/01/2024 · 401(k)

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
Paychex, Inc. Recordkeeping $23,995
Ubs Retirement Plan Consulting Investment advisory (participants) $18,857