AUMdb

Patriot Machine Inc. 401(k) Plan

Sponsored by Patriot Machine Inc. · EIN 431581011 · Plan #001

Total assets
$36.2M
Net assets
$36.2M
Active participants
177
With balances
214

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
Mariner Wealth Advisors, Llc Recordkeeping, Trustee (institutional), Other services $38,026
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $25,398