Core Machinery Retirement Savings Plan
Sponsored by Core Machinery · EIN 922115069 · Plan #002
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 167
- With balances
- 291
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $29,205 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $20,000 |