Machine Specialties Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Machine Specialties, Inc. · EIN 560939724 · Plan #001
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 303
- With balances
- 351
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $36,635 |
| Mma Securities Llc | Investment advisory (plan) | $20,000 |
| Empower Advisory Group, Llc | Investment management | $9,591 |