AUMdb

Contec, Inc. 401(k) Profit Sharing Plan

Sponsored by Contec, Inc. · EIN 570877605 · Plan #001

Total assets
$46.9M
Net assets
$46.9M
Active participants
628
With balances
666

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Llc Investment advisory (plan) $87,577
Empower Annuity Insurance Company O Recordkeeping fees $54,280
Empower Advisory Group, Llc Investment management $34,297