Applied Industrial Technologies, Inc. Retirement Savings Plan
Sponsored by Applied Industrial Technologies, Inc. · EIN 340117420 · Plan #003
- Total assets
- $862M
- Net assets
- $862M
- Active participants
- 4,925
- With balances
- 1
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $496,309 |
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $74,636 |
| Bob Markey Fredorovich | Accounting, Direct payment from the plan | $40,000 |
| Plante And Moran Pllc | Accounting, Direct payment from the plan | $5,500 |