AUMdb

Acme Engineering & Manufacturing Corporation Incentive Savings Plan

Sponsored by Acme Engineering & Manufacturing Corp. · EIN 730558385 · Plan #002

Total assets
$9.7M
Net assets
$9.7M
Active participants
237
With balances
287

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
Arvest Investments, Inc. CRD 42057 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Arvest Wealth Management Investment advisory (plan) $12,861
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $8,948