AUMdb

Engineered Medical Systems 401(k) Plan

Sponsored by Engineered Medical Systems, Llc · EIN 421576428 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
269
With balances
256

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
Mml Investors Services, Llc CRD 10409 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $36,837
Mml Investor Services Llc Investment advisory (plan) $36,335