Climax Portable Machine Tools, Inc. Employee Savings Plan
Sponsored by Climax Portable Machine Tools, Inc. · EIN 930553883 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $48,258 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $48,128 |
| Empower Advisory Group, Llc | Investment management | $21,240 |
| Geffen Mesher And Co., P.C. | Accounting | $21,125 |
| Pension Plan Specialists | Contract administrator | $12,865 |