AUMdb

Electro Mechanical Retirement Plan

Sponsored by Electro Mechanical, Llc · EIN 540887040 · Plan #001

Total assets
$31.0M
Net assets
$31.0M
Active participants
473
With balances
625

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

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Investment advisory (plan) $63,401
Empower Annuity Ins Co Of America Recordkeeping fees $9,212