AUMdb

Malco Tools, Inc. 401(k) Plan

Sponsored by Malco Tools, Inc. · EIN 410876482 · Plan #002

Total assets
$21.4M
Net assets
$21.4M
Active participants
152
With balances
181

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
Cetera Investment Advisers Llc CRD 105644 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 $48,217
Cetera Investment Advisers Llc Investment advisory (plan), Other fees $0
Cetera Advisor Networks Llc Other services, Other commissions $0