Amerex Corporation 401(k) Savings Plan
Sponsored by Amerex Corporation · EIN 630595141 · Plan #002
- Total assets
- $53.6M
- Net assets
- $53.6M
- Active participants
- 471
- With balances
- 590
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Consulting (general), Investment advisory (plan), Other services | $44,640 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,424 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$9,694 |