AUMdb

Magna Machine Co. 401(k) Plan

Sponsored by Magna Machine Co. · EIN 310559326 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
145
With balances
156

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
Fidelity Investments Institutuional Participant loan processing, Recordkeeping fees, Account maintenance fees $4,131
Strategic Advisors, Inc. Investment advisory (plan) $2,912